| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 369,927 | Trimmed |
| 2 | NewSquare Capital LLC | $19.6M | 129,102 | Added |
| 3 | Prospera Financial Services Inc | $19.0M | 125,241 | Trimmed |
| 4 | Strid Group, LLC | $16.1M | 105,857 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $15.0M | 98,978 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 77,428 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 65,960 | Trimmed |
| 8 | Institute for Wealth Management, LLC. | $6.5M | 42,767 | Trimmed |
| 9 | AFFINITY WEALTH MANAGEMENT LLC | $5.9M | 38,969 | Added |
| 10 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $5.2M | 33,954 | Hold |
| 11 | MTM Investment Management, LLC | $4.4M | 28,686 | Trimmed |
| 12 | NBC SECURITIES, INC. | $4.3M | 28,541 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $4.1M | 27,248 | Added |
| 14 | JBR Co Financial Management Inc | $4.1M | 26,974 | Trimmed |
| 15 | B. Riley Wealth Advisors, Inc. | $3.7M | 24,711 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $3.2M | 21,292 | Added |
| 17 | Capital Investment Advisory Services, LLC | $3.1M | 20,139 | Hold |
| 18 | Sovereign Financial Group, Inc. | $2.5M | 16,767 | Hold |
| 19 | TRUIST FINANCIAL CORP | $2.3M | 15,266 | Trimmed |
| 20 | PFG Investments, LLC | $2.3M | 15,138 | Added |
| 21 | BENJAMIN EDWARDS INC | $1.8M | 12,104 | Added |
| 22 | Sowell Financial Services LLC | $1.8M | 11,861 | Trimmed |
| 23 | Heirloom Wealth Management | $1.7M | 10,991 | Trimmed |
| 24 | KELLY FINANCIAL GROUP LLC | $1.6M | 10,827 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $1.6M | 10,745 | Trimmed |