| 1 | Mutual Advisors, LLC | $25.9M | 484,461 | Added |
| 2 | Janney Montgomery Scott LLC | $24.1M | 452,190 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $19.8M | 370,541 | Added |
| 4 | Kestra Advisory Services, LLC | $12.0M | 224,054 | Added |
| 5 | TRUIST FINANCIAL CORP | $11.0M | 206,933 | Added |
| 6 | Encompass More Asset Management | $9.7M | 182,460 | New |
| 7 | Cetera Investment Advisers | $8.7M | 162,348 | Added |
| 8 | PERSONAL CFO SOLUTIONS, LLC | $8.4M | 157,211 | New |
| 9 | Cornerstone Wealth, LLC/TN | $7.8M | 136,628 | New |
| 10 | AdvisorNet Financial, Inc | $6.7M | 125,506 | Trimmed |
| 11 | MAI Capital Management | $6.7M | 125,427 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 119,106 | Added |
| 13 | Long Island Wealth Management, Inc. | $6.0M | 112,785 | Added |
| 14 | RED CRANE WEALTH MANAGEMENT, LLC | $5.7M | 107,244 | Added |
| 15 | LPL Financial LLC | $4.2M | 77,914 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.7M | 69,547 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 61,726 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.9M | 54,402 | Added |
| 19 | Diligent Investors, LLC | $2.7M | 51,129 | Trimmed |
| 20 | Tradition Wealth Management, LLC | $2.7M | 49,920 | Trimmed |
| 21 | Outlook Wealth Advisors, LLC | $2.5M | 47,582 | Added |
| 22 | Crown Wealth Group, LLC | $2.0M | 38,337 | Trimmed |
| 23 | My Personal CFO, LLC | $1.9M | 36,000 | Trimmed |
| 24 | Sunbelt Securities, Inc. | $1.8M | 34,625 | Added |
| 25 | Forty-three Eighteen Advisors, LLC | $1.8M | 34,569 | Added |