| 1 | AFFINITY WEALTH MANAGEMENT LLC | $47.5M | 849,910 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $18.8M | 336,694 | Added |
| 3 | Systelligence, LLC | $18.8M | 335,628 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.0M | 313,971 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $15.9M | 284,922 | Added |
| 6 | NewSquare Capital LLC | $10.3M | 183,637 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $8.4M | 149,786 | Trimmed |
| 8 | REDSTONE WEALTH MANAGEMENT, LLC | $4.7M | 84,712 | Added |
| 9 | Prospera Financial Services Inc | $4.5M | 80,972 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 69,871 | Added |
| 11 | TRUIST FINANCIAL CORP | $3.5M | 61,747 | Added |
| 12 | Greenline Wealth Management LLC | $2.5M | 44,020 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 42,595 | Trimmed |
| 14 | PFG Advisors | $2.0M | 36,657 | Added |
| 15 | Blueprint Investment Partners LLC | $2.0M | 36,573 | Trimmed |
| 16 | VISTA INVESTMENT PARTNERS II, LLC | $1.8M | 32,122 | Added |
| 17 | Del-Sette Capital Management, LLC | $1.4M | 24,320 | Trimmed |
| 18 | Cyndeo Wealth Partners, LLC | $1.2M | 20,629 | Trimmed |
| 19 | Trueblood Wealth Management, LLC | $1.1M | 19,979 | Added |
| 20 | PFG Investments, LLC | $1.1M | 19,849 | Added |
| 21 | Formidable Asset Management, LLC | $972,672 | 19,642 | Added |
| 22 | CITIGROUP INC | $876,760 | 15,684 | Trimmed |
| 23 | RiverTree Advisors, LLC | $859,405 | 15,374 | Trimmed |
| 24 | STEINBERGANNA WEALTH MANAGEMENT | $785,362 | 14,049 | Trimmed |
| 25 | Atria Investments, Inc | $774,884 | 13,862 | Added |