| 1 | HighTower Advisors, LLC | $9.8M | 287,554 | Added |
| 2 | Compass Financial Group, Inc. | $8.2M | 240,533 | Trimmed |
| 3 | Cetera Investment Advisers | $6.0M | 176,899 | Trimmed |
| 4 | Creative Planning | $5.8M | 171,887 | New |
| 5 | OSAIC HOLDINGS, INC. | $5.7M | 167,422 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $5.7M | 166,700 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 128,540 | Trimmed |
| 8 | BFI Wealth Solutions, LLC | $3.0M | 89,090 | Added |
| 9 | LPL Financial LLC | $1.9M | 56,270 | Added |
| 10 | Global Strategic Investment Solutions, LLC | $1.9M | 55,148 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $1.8M | 53,673 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 52,456 | Added |
| 13 | DHJJ Financial Advisors, Ltd. | $1.7M | 49,708 | Trimmed |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.5M | 44,472 | Added |
| 15 | Valtinson Bruner Financial Planning LLC | $1.4M | 42,388 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $1.4M | 42,178 | Added |
| 17 | OLD MISSION CAPITAL LLC | $1.3M | 39,091 | New |
| 18 | Focus Partners Wealth | $1.3M | 38,580 | Hold |
| 19 | OneDigital Investment Advisors LLC | $1.2M | 35,937 | Hold |
| 20 | Capital Investment Advisory Services, LLC | $1.2M | 35,029 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 33,179 | Added |
| 22 | Stratos Wealth Advisors, LLC | $1.1M | 33,371 | Hold |
| 23 | Sunbelt Securities, Inc. | $1.1M | 33,011 | Added |
| 24 | U.S. Capital Wealth Advisors, LLC | $962,167 | 28,360 | Trimmed |
| 25 | IFP Advisors, Inc | $926,781 | 27,317 | Added |