| 1 | Cambridge Investment Research Advisors, Inc. | $14.4M | 254,630 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 123,263 | Added |
| 3 | CoreCap Advisors, LLC | $5.9M | 104,254 | Added |
| 4 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $5.7M | 100,000 | Trimmed |
| 5 | USA FINANCIAL FORMULAS | $5.6M | 98,658 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 96,022 | Trimmed |
| 7 | Banco Santander, S.A. | $4.9M | 85,978 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $3.8M | 67,450 | Added |
| 9 | Kestra Advisory Services, LLC | $3.6M | 63,448 | Trimmed |
| 10 | J.W. COLE ADVISORS, INC. | $3.2M | 56,210 | New |
| 11 | AK GLOBAL ASSET MANAGEMENT, LLC | $3.1M | 18,832 | Added |
| 12 | Gerald Baker Financial Group LLC | $3.0M | 53,521 | Trimmed |
| 13 | Artesa Financial Group, LLC | $2.7M | 48,308 | Added |
| 14 | Counterweight Ventures, LLC | $2.6M | 45,886 | Trimmed |
| 15 | FORTE ASSET MANAGEMENT LLC | $2.6M | 45,786 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 43,048 | Trimmed |
| 17 | Avidian Wealth Enterprises, LLC | $2.4M | 42,340 | Added |
| 18 | Merit Financial Group, LLC | $2.2M | 39,354 | Added |
| 19 | Waterloo Capital, L.P. | $2.1M | 37,731 | Added |
| 20 | First Citizens Financial Corp | $2.0M | 35,636 | Trimmed |
| 21 | Wealthstar Advisors, LLC | $2.0M | 35,097 | Trimmed |
| 22 | Heartwood Wealth Advisors LLC | $1.6M | 28,722 | Added |
| 23 | Private Advisor Group, LLC | $1.6M | 28,690 | Added |
| 24 | Ballew Advisors, Inc | $1.5M | 25,691 | Trimmed |
| 25 | Foundation Wealth Management, LLC | $1.4M | 25,534 | Trimmed |