| 1 | ENVESTNET ASSET MANAGEMENT INC | $67.9M | 1.3M | Added |
| 2 | TRUIST FINANCIAL CORP | $60.4M | 1.2M | Trimmed |
| 3 | Southern Financial Group, LLC | $32.4M | 641,223 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $25.1M | 498,016 | Added |
| 5 | Wagner Wealth Management, LLC | $21.2M | 420,348 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $19.7M | 389,251 | Added |
| 7 | PSI Advisors, LLC | $19.5M | 385,687 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $17.9M | 354,538 | Trimmed |
| 9 | Brookstone Capital Management | $17.0M | 336,209 | Added |
| 10 | Solitude Financial Services | $14.3M | 282,994 | Added |
| 11 | Compass Financial Services Inc | $13.6M | 269,549 | Added |
| 12 | SlateStone Wealth, LLC | $12.5M | 247,138 | Trimmed |
| 13 | Symphony Financial Services, Inc. | $10.5M | 207,896 | Added |
| 14 | Private Advisor Group, LLC | $8.9M | 175,737 | Added |
| 15 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.7M | 172,682 | Added |
| 16 | PRINCIPAL SECURITIES, INC. | $7.9M | 156,815 | Added |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $6.9M | 136,925 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $6.3M | 125,064 | Added |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6.1M | 120,881 | Added |
| 20 | Atlas Private Wealth Advisors | $5.9M | 116,194 | Trimmed |
| 21 | Indivisible Partners | $5.6M | 110,303 | Added |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $5.4M | 106,157 | Added |
| 23 | Farther Finance Advisors, LLC | $5.3M | 105,249 | Added |
| 24 | Prospera Financial Services Inc | $5.2M | 102,447 | Added |
| 25 | PFS Partners, LLC | $5.0M | 98,075 | Added |