| 1 | ENVESTNET ASSET MANAGEMENT INC | $46.0M | 2.3M | Added |
| 2 | Intrua Financial, LLC | $13.5M | 666,589 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $10.5M | 515,556 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 363,930 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 233,056 | Added |
| 6 | ADELL HARRIMAN & CARPENTER INC | $4.0M | 196,499 | Added |
| 7 | STEPHENS INC /AR/ | $2.4M | 118,235 | Added |
| 8 | Merit Financial Group, LLC | $1.9M | 94,877 | Trimmed |
| 9 | Cornerstone Wealth Management, LLC | $1.3M | 63,586 | Added |
| 10 | OPPENHEIMER & CO INC | $1.2M | 58,161 | Trimmed |
| 11 | MARINO, STRAM & ASSOCIATES LLC | $999,658 | 49,220 | Added |
| 12 | Heartwood Wealth Advisors LLC | $992,062 | 48,846 | Hold |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $964,217 | 47,475 | Added |
| 14 | Future Financial Wealth Managment LLC | $839,369 | 42,137 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $672,026 | 33,088 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $613,118 | 30,188 | Trimmed |
| 17 | Sowell Financial Services LLC | $554,255 | 27,290 | Trimmed |
| 18 | Private Advisor Group, LLC | $551,257 | 27,142 | Trimmed |
| 19 | Chicago Partners Investment Group LLC | $527,985 | 26,505 | Trimmed |
| 20 | Farther Finance Advisors, LLC | $461,698 | 22,733 | Added |
| 21 | Gladstone Institutional Advisory LLC | $428,310 | 21,089 | Trimmed |
| 22 | NWF Advisory Services Inc. | $392,085 | 19,305 | Trimmed |
| 23 | Southland Equity Partners LLC | $379,167 | 18,669 | Hold |
| 24 | Buska Wealth Management, LLC | $361,687 | 17,808 | Trimmed |
| 25 | QP WEALTH MANAGEMENT, LLC | $269,636 | 13,276 | Trimmed |