| 1 | Private Advisor Group, LLC | $54.5M | 538,409 | Added |
| 2 | Southern Financial Group, LLC | $44.5M | 439,966 | New |
| 3 | Leelyn Smith, LLC | $37.6M | 370,965 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $26.5M | 261,300 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $26.4M | 260,789 | Trimmed |
| 6 | Rise Advisors, LLC | $26.0M | 257,207 | Added |
| 7 | Resonant Capital Advisors, LLC | $26.0M | 256,416 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 138,326 | Added |
| 9 | D.A. DAVIDSON & CO. | $12.0M | 118,322 | Added |
| 10 | Z3 Capital Partners, LLC | $7.5M | 73,727 | Added |
| 11 | Three Magnolias Financial Advisors, LLC | $6.7M | 65,881 | Added |
| 12 | Symphony Financial Services, Inc. | $6.5M | 64,552 | Added |
| 13 | Worth Financial Advisory Group, LLC | $6.1M | 60,332 | New |
| 14 | TRUIST FINANCIAL CORP | $6.1M | 59,807 | New |
| 15 | MCDONALD PARTNERS LLC | $4.9M | 47,967 | Added |
| 16 | OPPENHEIMER & CO INC | $4.6M | 45,265 | Added |
| 17 | Breakwater Capital Group | $3.4M | 33,997 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $2.5M | 24,664 | Added |
| 19 | Allied Private Wealth LLC | $2.1M | 22,193 | New |
| 20 | UNIQUE WEALTH, LLC | $2.1M | 20,953 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $1.9M | 19,031 | Trimmed |
| 22 | Nova Wealth Management, Inc. | $1.9M | 18,745 | Trimmed |
| 23 | CARY STREET PARTNERS FINANCIAL LLC | $1.9M | 18,545 | New |
| 24 | BLUE JEAN FINANCIAL LLC | $1.8M | 17,335 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 16,669 | Trimmed |