| 1 | Cambridge Investment Research Advisors, Inc. | $49.2M | 1.8M | Added |
| 2 | WMG Financial Advisors, LLC | $12.7M | 465,102 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 170,081 | Added |
| 4 | Fortis Group Advisors, LLC | $4.5M | 164,864 | Added |
| 5 | Ball & Co Wealth Management Inc. | $3.6M | 133,666 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 69,390 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $1.7M | 61,204 | Trimmed |
| 8 | Persium Advisors, LLC | $1.6M | 57,600 | New |
| 9 | Haven Private, LLC | $804,122 | 29,455 | New |
| 10 | Wealthcare Advisory Partners LLC | $701,610 | 25,700 | Added |
| 11 | PRIVATE TRUST CO NA | $388,506 | 14,231 | New |
| 12 | Brookwood Investment Group LLC | $275,675 | 10,098 | Trimmed |
| 13 | Fiscal Wisdom Wealth Management, LLC | $201,611 | 7,385 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $170,516 | 6,246 | Trimmed |
| 15 | Realta Investment Advisors | $39,858 | 1,460 | Added |
| 16 | Ferguson Shapiro LLC | $0 | 0 | Exited |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $0 | 0 | Exited |
| 18 | RFG Advisory, LLC | $0 | 0 | Exited |
| 19 | Stegent Equity Advisors, Inc. | $0 | 0 | Exited |
| 20 | Worth Asset Management, LLC | $0 | 0 | Exited |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 22 | Reyes Financial Architecture, Inc. | $0 | 0 | Exited |
| 23 | Spectrum Asset Management, Inc. (NB/CA) | $0 | 0 | Exited |
| 24 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 25 | BASSO CAPITAL MANAGEMENT, L.P. | $0 | 0 | Exited |