| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $76.3M | 1.5M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $74.6M | 1.5M | Added |
| 3 | Concurrent Investment Advisors, LLC | $65.5M | 1.3M | Trimmed |
| 4 | Berger Financial Group, Inc | $56.7M | 1.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $50.7M | 1.0M | Added |
| 6 | ASSETMARK, INC | $32.0M | 643,298 | Trimmed |
| 7 | Aaron Wealth Advisors LLC | $30.9M | 619,993 | Added |
| 8 | Trilogy Capital Inc. | $28.6M | 574,767 | Added |
| 9 | Private Advisor Group, LLC | $28.3M | 569,240 | Trimmed |
| 10 | Heck Capital Advisors, LLC | $27.9M | 559,940 | Added |
| 11 | Prospera Financial Services Inc | $26.1M | 524,477 | Trimmed |
| 12 | Walkner Condon Financial Advisors LLC | $23.5M | 471,806 | Added |
| 13 | Brookstone Capital Management | $22.3M | 448,829 | Trimmed |
| 14 | SEARCY FINANCIAL SERVICES INC /ADV | $21.0M | 421,868 | Trimmed |
| 15 | INSPIRION WEALTH ADVISORS, LLC | $20.9M | 420,465 | Added |
| 16 | Carrera Capital Advisors | $18.6M | 373,946 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $17.6M | 352,904 | Trimmed |
| 18 | TL Private Wealth | $17.4M | 351,110 | Added |
| 19 | American Financial Advisors, LLC | $17.0M | 341,860 | Trimmed |
| 20 | Fairvoy Private Wealth, LLC | $16.7M | 336,370 | Added |
| 21 | TRUIST FINANCIAL CORP | $16.3M | 327,531 | Added |
| 22 | Prism Advisors, Inc. | $15.8M | 316,571 | Added |
| 23 | Clear Creek Financial Management, LLC | $15.6M | 313,206 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $15.2M | 305,911 | Added |
| 25 | Secure Asset Management, LLC | $14.8M | 296,908 | Added |