| 1 | Cambridge Investment Research Advisors, Inc. | $150.8M | 786,302 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $82.5M | 430,096 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $60.6M | 316,289 | Trimmed |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $51.9M | 270,550 | Trimmed |
| 5 | Atria Investments, Inc | $47.8M | 249,265 | Added |
| 6 | MEITAV INVESTMENT HOUSE LTD | $45.0M | 234,602 | Added |
| 7 | Kestra Advisory Services, LLC | $41.5M | 216,629 | Added |
| 8 | Arlington Financial Advisors, LLC | $39.6M | 206,718 | Trimmed |
| 9 | CITIGROUP INC | $36.9M | 192,399 | Added |
| 10 | Aprio Wealth Management, LLC | $26.7M | 139,438 | Added |
| 11 | Presidio Capital Management, LLC | $22.3M | 116,384 | Added |
| 12 | Private Advisor Group, LLC | $22.0M | 114,667 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $21.0M | 109,563 | Added |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $18.1M | 94,143 | Added |
| 15 | McKinley Carter Wealth Services, Inc. | $16.3M | 85,108 | Added |
| 16 | BFI Infinity Ltd. | $14.7M | 76,586 | Added |
| 17 | First Heartland Consultants, Inc. | $13.9M | 72,417 | Added |
| 18 | Almanack Investment Partners, LLC. | $13.6M | 70,876 | New |
| 19 | WESPAC Advisors SoCal, LLC | $13.5M | 70,308 | Added |
| 20 | SEARCY FINANCIAL SERVICES INC /ADV | $13.0M | 68,051 | New |
| 21 | ASSETMARK, INC | $12.9M | 67,171 | Added |
| 22 | Hobart Private Capital, LLC | $12.5M | 65,232 | New |
| 23 | D.A. DAVIDSON & CO. | $12.2M | 63,610 | Added |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | $11.6M | 60,455 | New |
| 25 | Fiduciary Alliance LLC | $11.3M | 59,089 | Added |