| 1 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1.3M | Added |
| 2 | TRUIST FINANCIAL CORP | $26.2M | 1.2M | Added |
| 3 | Kestra Advisory Services, LLC | $16.4M | 777,249 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 607,096 | Added |
| 5 | Hilton Capital Management, LLC | $12.7M | 602,983 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.8M | 419,484 | Added |
| 7 | XML Financial, LLC | $6.8M | 323,020 | Added |
| 8 | ARQ WEALTH ADVISORS, LLC | $4.4M | 206,520 | New |
| 9 | PRINCIPAL SECURITIES, INC. | $4.3M | 202,438 | New |
| 10 | 3EDGE Asset Management, LP | $3.2M | 151,527 | Added |
| 11 | RETIREMENT GUYS FORMULA LLC | $3.0M | 142,918 | New |
| 12 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $2.8M | 133,196 | Added |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 118,222 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 105,094 | Trimmed |
| 15 | Bison Wealth, LLC | $2.1M | 98,586 | Added |
| 16 | CORRADO ADVISORS, LLC | $1.8M | 86,787 | Added |
| 17 | Rockport Wealth LLC | $1.7M | 81,420 | Added |
| 18 | Marion Wealth Management | $1.6M | 76,289 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 71,303 | Trimmed |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 64,668 | Added |
| 21 | Gladstone Institutional Advisory LLC | $1.3M | 63,849 | Trimmed |
| 22 | MTM Investment Management, LLC | $1.3M | 61,855 | Trimmed |
| 23 | SBI Securities Co., Ltd. | $1.2M | 55,267 | Added |
| 24 | Clear Creek Financial Management, LLC | $1.1M | 50,554 | Added |
| 25 | D.A. DAVIDSON & CO. | $978,753 | 46,474 | Added |