| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 129,788 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $8.4M | 108,052 | Added |
| 3 | TRUIST FINANCIAL CORP | $6.1M | 79,118 | Trimmed |
| 4 | PRINCIPAL SECURITIES, INC. | $5.8M | 75,513 | Added |
| 5 | Kestra Advisory Services, LLC | $3.9M | 50,191 | Trimmed |
| 6 | Outlook Wealth Advisors, LLC | $3.4M | 44,367 | Added |
| 7 | AdvisorNet Financial, Inc | $3.4M | 43,961 | Added |
| 8 | Cornerstone Wealth, LLC/TN | $3.4M | 44,236 | Added |
| 9 | BIP Wealth, LLC | $3.3M | 42,133 | Trimmed |
| 10 | CORRADO ADVISORS, LLC | $2.1M | 27,443 | Trimmed |
| 11 | Diligent Investors, LLC | $2.1M | 27,253 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 26,630 | Hold |
| 13 | Sequoia Financial Advisors, LLC | $1.8M | 22,613 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 21,155 | Added |
| 15 | Strategic Blueprint, LLC | $1.6M | 20,269 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 18,802 | Added |
| 17 | Cypress Wealth Services, LLC | $1.3M | 16,688 | Hold |
| 18 | DHJJ Financial Advisors, Ltd. | $1.1M | 14,364 | Trimmed |
| 19 | Weaver Capital Management LLC | $1.1M | 14,811 | Hold |
| 20 | Merit Financial Group, LLC | $1.0M | 12,936 | Trimmed |
| 21 | ALTFEST L J & CO INC | $935,122 | 12,077 | Trimmed |
| 22 | Certified Advisory Corp | $820,438 | 10,596 | Trimmed |
| 23 | Jacobi Capital Management LLC | $812,860 | 10,498 | Hold |
| 24 | Focus Financial Network, Inc. | $785,295 | 10,142 | Trimmed |
| 25 | IFP Advisors, Inc | $767,254 | 9,909 | Added |