| 1 | ENVESTNET ASSET MANAGEMENT INC | $137.5M | 2.9M | Added |
| 2 | Atria Investments, Inc | $49.0M | 1.0M | Added |
| 3 | Private Advisor Group, LLC | $12.5M | 266,102 | Added |
| 4 | Fifth Third Securities, Inc. | $8.7M | 185,522 | Added |
| 5 | Kestra Advisory Services, LLC | $7.8M | 166,662 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.2M | 155,964 | Added |
| 7 | J.W. COLE ADVISORS, INC. | $6.7M | 142,098 | Added |
| 8 | D.A. DAVIDSON & CO. | $4.4M | 94,697 | Trimmed |
| 9 | VICTORY FINANCIAL GROUP, LLC | $3.9M | 82,332 | Added |
| 10 | Networth Advisors, LLC | $3.6M | 76,787 | Added |
| 11 | Flaharty Asset Management, LLC | $2.6M | 55,973 | Trimmed |
| 12 | TME FINANCIAL, INC. | $1.7M | 36,876 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.6M | 34,808 | Added |
| 14 | AE Wealth Management LLC | $1.5M | 32,849 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 26,000 | New |
| 16 | Allied Private Wealth LLC | $1.2M | 25,733 | New |
| 17 | Southland Equity Partners LLC | $1.0M | 22,410 | Trimmed |
| 18 | PARTNERS WEALTH MANAGEMENT, LLC | $882,198 | 18,830 | Trimmed |
| 19 | First Bank & Trust | $701,626 | 14,976 | Added |
| 20 | Nova Wealth Management, Inc. | $696,233 | 14,861 | Trimmed |
| 21 | Legacy Wealth Partners, LLC | $551,354 | 11,769 | Added |
| 22 | Merit Financial Group, LLC | $483,146 | 10,313 | Trimmed |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $479,487 | 10,235 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $398,225 | 8,500 | New |
| 25 | BENJAMIN EDWARDS INC | $309,850 | 6,614 | New |