| 1 | Cambridge Investment Research Advisors, Inc. | $55.3M | 749,836 | Added |
| 2 | ASSETMARK, INC | $43.2M | 585,764 | Added |
| 3 | Merit Financial Group, LLC | $39.0M | 528,335 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $34.9M | 472,698 | Trimmed |
| 5 | CENTRAL TRUST Co | $34.3M | 464,614 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $32.4M | 439,134 | Added |
| 7 | Cornerstone Planning Group LLC | $18.4M | 244,171 | Added |
| 8 | Hobart Private Capital, LLC | $16.1M | 217,929 | Added |
| 9 | EdgeRock Capital LLC | $15.6M | 210,937 | Added |
| 10 | Private Advisor Group, LLC | $14.0M | 189,221 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 179,303 | Added |
| 12 | Cardinal Point Capital Management ULC | $11.3M | 153,708 | Added |
| 13 | Financial Enhancement Group LLC | $8.3M | 112,472 | Trimmed |
| 14 | WealthPlan Investment Management, LLC | $8.0M | 108,101 | Trimmed |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $7.8M | 105,271 | Added |
| 16 | RFG Advisory, LLC | $7.5M | 101,273 | Added |
| 17 | FOCUS Wealth Advisors, LLC | $6.7M | 91,195 | Added |
| 18 | Philip James Wealth Mangement, LLC | $6.6M | 88,991 | Trimmed |
| 19 | WEDBUSH SECURITIES INC | $5.9M | 79,497 | Trimmed |
| 20 | Brookwood Investment Group LLC | $5.8M | 78,135 | Added |
| 21 | Kovack Advisors, Inc. | $4.9M | 66,635 | Trimmed |
| 22 | Koshinski Asset Management, Inc. | $4.9M | 66,458 | Trimmed |
| 23 | Golden State Wealth Management, LLC | $4.7M | 63,314 | Trimmed |
| 24 | Guilbault Capital LLC | $4.1M | 56,000 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 53,019 | Added |