| 1 | AXXCESS WEALTH MANAGEMENT, LLC | $59.5M | 336,790 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $58.6M | 331,482 | Added |
| 3 | MEITAV INVESTMENT HOUSE LTD | $45.4M | 256,977 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $42.6M | 241,110 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $37.2M | 210,373 | Added |
| 6 | TRUIST FINANCIAL CORP | $29.6M | 167,452 | Added |
| 7 | Kestra Advisory Services, LLC | $29.0M | 164,204 | Added |
| 8 | Miracle Mile Advisors, LLC | $22.8M | 129,192 | Trimmed |
| 9 | Presidio Capital Management, LLC | $20.8M | 117,602 | Added |
| 10 | SEARCY FINANCIAL SERVICES INC /ADV | $18.5M | 104,831 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $17.6M | 99,504 | Added |
| 12 | ASSETMARK, INC | $16.1M | 90,938 | Added |
| 13 | Private Advisor Group, LLC | $13.3M | 75,106 | Trimmed |
| 14 | VALLEY WEALTH MANAGERS, INC. | $13.0M | 73,622 | Added |
| 15 | Pachira Investments Inc. | $10.6M | 59,748 | Added |
| 16 | Detalus Advisors, LLC | $9.1M | 51,507 | Added |
| 17 | KPP Advisory Services LLC | $9.0M | 50,965 | Added |
| 18 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $8.7M | 49,295 | Trimmed |
| 19 | RM Financial Services, LLC | $7.6M | 43,117 | Added |
| 20 | CMH Wealth Management LLC | $7.6M | 43,045 | Added |
| 21 | Artesa Financial Group, LLC | $7.4M | 41,759 | Added |
| 22 | WEDBUSH SECURITIES INC | $7.2M | 40,840 | Trimmed |
| 23 | Belpointe Asset Management LLC | $6.8M | 38,631 | Trimmed |
| 24 | New England Private Wealth Advisors LLC | $6.8M | 38,592 | Trimmed |
| 25 | Kovack Advisors, Inc. | $6.6M | 37,600 | Trimmed |