| 1 | Cambridge Investment Research Advisors, Inc. | $167.3M | 1.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $99.6M | 1.1M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $73.6M | 783,205 | Trimmed |
| 4 | Private Advisor Group, LLC | $52.4M | 557,490 | Added |
| 5 | TRUIST FINANCIAL CORP | $45.6M | 485,483 | Trimmed |
| 6 | Concurrent Investment Advisors, LLC | $42.6M | 453,934 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $40.9M | 435,756 | Added |
| 8 | American Financial Advisors, LLC | $35.0M | 372,428 | Added |
| 9 | Diversified Enterprises, LLC | $32.1M | 342,274 | Trimmed |
| 10 | PARK NATIONAL CORP /OH/ | $26.9M | 286,874 | Trimmed |
| 11 | Archer Investment Corp | $26.3M | 280,151 | Trimmed |
| 12 | D.A. DAVIDSON & CO. | $26.1M | 278,359 | Trimmed |
| 13 | Scarborough Advisors, LLC | $24.5M | 259,173 | Trimmed |
| 14 | Gratus Wealth Advisors, LLC | $21.6M | 229,654 | Added |
| 15 | Walkner Condon Financial Advisors LLC | $18.2M | 193,707 | Added |
| 16 | Heck Capital Advisors, LLC | $17.6M | 187,487 | Added |
| 17 | Randall & Associates Wealth Management | $17.1M | 181,797 | Trimmed |
| 18 | Investors Research Corp | $16.4M | 174,122 | New |
| 19 | OPPENHEIMER & CO INC | $12.3M | 130,725 | Trimmed |
| 20 | ASSETMARK, INC | $12.0M | 127,851 | Added |
| 21 | Prospera Financial Services Inc | $11.3M | 120,053 | Added |
| 22 | Golden State Wealth Management, LLC | $10.9M | 115,768 | Added |
| 23 | BENJAMIN EDWARDS INC | $10.0M | 106,363 | Added |
| 24 | Virtus Wealth Solutions LLC | $9.9M | 105,834 | Trimmed |
| 25 | Gateway Wealth Partners, LLC | $9.7M | 102,941 | Trimmed |