| 1 | Cambridge Investment Research Advisors, Inc. | $37.5M | 131,488 | Added |
| 2 | Nilsine Partners, LLC | $32.1M | 112,477 | Added |
| 3 | TRUIST FINANCIAL CORP | $30.6M | 107,528 | Added |
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | $23.2M | 81,575 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $16.4M | 57,470 | Added |
| 6 | NewSquare Capital LLC | $14.5M | 50,719 | Trimmed |
| 7 | BENJAMIN EDWARDS INC | $12.2M | 42,870 | Trimmed |
| 8 | DAYMARK WEALTH PARTNERS, LLC | $11.3M | 39,801 | Trimmed |
| 9 | Paragon Private Wealth Management, LLC | $8.0M | 28,128 | Trimmed |
| 10 | OPPENHEIMER & CO INC | $7.7M | 27,096 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 24,808 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 22,545 | Added |
| 13 | Outlook Wealth Advisors, LLC | $5.7M | 20,140 | Added |
| 14 | Howard Capital Management Inc. | $5.6M | 19,682 | New |
| 15 | Private Advisor Group, LLC | $4.9M | 17,260 | Added |
| 16 | D.A. DAVIDSON & CO. | $4.8M | 16,801 | Added |
| 17 | Brookstone Capital Management | $3.8M | 13,412 | New |
| 18 | GeoWealth Management, LLC | $3.5M | 12,442 | Trimmed |
| 19 | Stegent Equity Advisors, Inc. | $3.3M | 11,421 | Added |
| 20 | Sound Income Strategies, LLC | $2.8M | 9,904 | Trimmed |
| 21 | Synergy Asset Management, LLC | $2.5M | 8,724 | New |
| 22 | Gladstone Institutional Advisory LLC | $2.4M | 8,469 | Trimmed |
| 23 | Cyndeo Wealth Partners, LLC | $2.3M | 8,000 | Trimmed |
| 24 | TriaGen Wealth Management LLC | $2.3M | 7,919 | Added |
| 25 | Kovack Advisors, Inc. | $2.2M | 8,346 | Trimmed |