| 1 | Harel Insurance Investments & Financial Services Ltd. | $243.1M | 5.3M | Added |
| 2 | Kestra Advisory Services, LLC | $15.6M | 341,451 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $11.8M | 257,146 | Added |
| 4 | NewSquare Capital LLC | $10.0M | 218,964 | Added |
| 5 | D.A. DAVIDSON & CO. | $9.4M | 205,794 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 160,686 | Added |
| 7 | DAYMARK WEALTH PARTNERS, LLC | $6.4M | 139,107 | Trimmed |
| 8 | Prosperity Financial Group, Inc. | $4.8M | 105,943 | Added |
| 9 | IFP Advisors, Inc | $4.6M | 101,253 | Added |
| 10 | BENJAMIN EDWARDS INC | $4.1M | 90,553 | Trimmed |
| 11 | ASSETMARK, INC | $4.1M | 88,875 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 83,832 | Added |
| 13 | BIP Wealth, LLC | $3.2M | 70,412 | Added |
| 14 | Private Advisor Group, LLC | $2.6M | 57,330 | Added |
| 15 | Capital Investment Advisory Services, LLC | $2.0M | 43,948 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 44,579 | Trimmed |
| 17 | Global Assets Advisory, LLC | $1.9M | 41,917 | New |
| 18 | Buska Wealth Management, LLC | $1.7M | 38,200 | Added |
| 19 | RFG Advisory, LLC | $1.4M | 29,748 | New |
| 20 | Owen LaRue, LLC | $1.2M | 26,800 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $1.1M | 23,520 | Added |
| 22 | Gladstone Institutional Advisory LLC | $1.1M | 23,510 | Trimmed |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.0M | 22,689 | Added |
| 24 | ADAMSBROWN WEALTH CONSULTANTS LLC | $976,950 | 21,345 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $909,339 | 19,868 | Added |