| 1 | Cambridge Investment Research Advisors, Inc. | $106.4M | 1.8M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $74.5M | 1.2M | Added |
| 3 | BDFS Capital LLC | $68.8M | 1.1M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $51.7M | 865,066 | Added |
| 5 | Gradient Investments LLC | $43.8M | 733,976 | Added |
| 6 | Hansen & Associates Financial Group, Inc. | $38.3M | 639,953 | Trimmed |
| 7 | TCP Asset Management, LLC | $37.6M | 629,760 | Added |
| 8 | Guided Capital Wealth Management, LLC | $37.6M | 628,737 | Added |
| 9 | TRUIST FINANCIAL CORP | $35.3M | 590,592 | Added |
| 10 | Accurate Wealth Management, LLC | $34.4M | 575,587 | Added |
| 11 | Private Advisor Group, LLC | $24.9M | 417,488 | Added |
| 12 | IFP Advisors, Inc | $24.6M | 412,661 | Trimmed |
| 13 | Kaydan Wealth Management, Inc. | $24.6M | 412,387 | Trimmed |
| 14 | Atria Investments, Inc | $22.9M | 383,115 | Added |
| 15 | Mainsail Financial Group, LLC | $22.7M | 380,580 | Added |
| 16 | PARK NATIONAL CORP /OH/ | $19.5M | 327,244 | Trimmed |
| 17 | Financial Enhancement Group LLC | $18.5M | 310,065 | Added |
| 18 | Prospera Financial Services Inc | $18.5M | 309,875 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.5M | 292,458 | Trimmed |
| 20 | Summit Financial Wealth Advisors, LLC | $17.4M | 291,444 | New |
| 21 | WESBANCO BANK INC | $16.2M | 270,711 | Added |
| 22 | Kestra Advisory Services, LLC | $16.2M | 270,408 | Added |
| 23 | Altium Investment Strategies LLC | $16.1M | 269,789 | Added |
| 24 | OPPENHEIMER & CO INC | $16.0M | 268,324 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $15.5M | 259,078 | Added |