| 1 | AJ Advisors, LLC | $40.7M | 462,543 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $34.6M | 393,335 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $18.9M | 215,044 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $16.6M | 188,572 | Added |
| 5 | Fifth Third Securities, Inc. | $13.9M | 157,792 | Added |
| 6 | Confluence Wealth Services, Inc. | $12.5M | 141,962 | Trimmed |
| 7 | Lynx Investment Advisory | $8.8M | 99,813 | Added |
| 8 | Concord Wealth Partners | $7.9M | 90,312 | Trimmed |
| 9 | TrueWealth Advisors, LLC | $7.8M | 88,626 | Added |
| 10 | Concord Asset Management, LLC/VA | $7.8M | 88,570 | Trimmed |
| 11 | Atria Investments, Inc | $7.5M | 85,001 | Added |
| 12 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $7.0M | 77,946 | Added |
| 13 | WealthPlan Investment Management, LLC | $6.8M | 77,215 | Trimmed |
| 14 | BAILARD, INC. | $6.8M | 76,869 | Added |
| 15 | TRUIST FINANCIAL CORP | $6.3M | 71,587 | Trimmed |
| 16 | ADG Wealth Management Group, LLC | $5.6M | 63,668 | Added |
| 17 | GHP Investment Advisors, Inc. | $4.8M | 55,095 | Trimmed |
| 18 | WealthPLAN Partners, LLC | $4.2M | 47,586 | Trimmed |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $4.0M | 44,587 | Trimmed |
| 20 | McKinley Carter Wealth Services, Inc. | $3.7M | 41,852 | Added |
| 21 | Intrua Financial, LLC | $3.5M | 40,154 | Added |
| 22 | Good Harbor Advisors, Inc. | $3.5M | 39,342 | Added |
| 23 | Kestra Advisory Services, LLC | $3.3M | 37,445 | Added |
| 24 | LifeGoal Investments, LLC | $2.5M | 28,861 | Added |
| 25 | Kraft, Davis & Associates, LLC | $2.1M | 23,557 | Trimmed |