| 1 | ENVESTNET ASSET MANAGEMENT INC | $153.2M | 3.2M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $111.9M | 2.3M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $90.7M | 1.9M | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $61.6M | 1.3M | Trimmed |
| 5 | Private Advisor Group, LLC | $49.5M | 1.0M | Added |
| 6 | Kestra Advisory Services, LLC | $40.6M | 842,919 | Trimmed |
| 7 | New England Private Wealth Advisors LLC | $38.0M | 761,405 | Trimmed |
| 8 | Prospera Financial Services Inc | $28.8M | 597,550 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $26.5M | 548,951 | Trimmed |
| 10 | PARK NATIONAL CORP /OH/ | $24.4M | 507,145 | Added |
| 11 | D.A. DAVIDSON & CO. | $24.1M | 500,831 | Trimmed |
| 12 | CITIGROUP INC | $22.0M | 455,784 | Added |
| 13 | BEACON FINANCIAL GROUP | $20.3M | 420,701 | Added |
| 14 | Solano Wealth Investment Advisors LLC | $18.0M | 372,837 | Trimmed |
| 15 | Concurrent Investment Advisors, LLC | $17.7M | 367,222 | Added |
| 16 | Golden State Wealth Management, LLC | $17.4M | 361,076 | Trimmed |
| 17 | Petix & Botte Co | $13.8M | 285,990 | Trimmed |
| 18 | Hobart Private Capital, LLC | $13.4M | 278,240 | Trimmed |
| 19 | Merit Financial Group, LLC | $11.8M | 245,016 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.9M | 205,971 | Trimmed |
| 21 | Gateway Wealth Partners, LLC | $9.9M | 204,631 | Trimmed |
| 22 | ASSETMARK, INC | $9.0M | 186,164 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.8M | 179,818 | Trimmed |
| 24 | IFP Advisors, Inc | $8.6M | 178,257 | Trimmed |
| 25 | Cherry Creek Investment Advisors, Inc. | $8.4M | 173,960 | Added |