| 1 | PRINCIPAL FINANCIAL GROUP INC | $255.5M | 13.4M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $27.1M | 1.4M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $24.8M | 1.3M | Added |
| 4 | Bensler, LLC | $17.7M | 927,050 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M | 633,860 | Added |
| 6 | BENJAMIN EDWARDS INC | $11.7M | 614,837 | Trimmed |
| 7 | Private Advisor Group, LLC | $11.0M | 575,695 | Added |
| 8 | Berger Financial Group, Inc | $8.4M | 441,919 | Added |
| 9 | ROGCO, LP | $7.8M | 406,720 | Added |
| 10 | Capital Investment Advisory Services, LLC | $7.6M | 397,911 | Added |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $7.3M | 381,019 | New |
| 12 | PSI Advisors, LLC | $5.3M | 280,460 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 253,344 | Trimmed |
| 14 | Grey Ledge Advisors, LLC | $3.9M | 205,655 | Added |
| 15 | Ocean Park Asset Management, LLC | $3.7M | 192,000 | New |
| 16 | Fiduciary Alliance LLC | $3.1M | 162,452 | Added |
| 17 | MassMutual Private Wealth & Trust, FSB | $2.6M | 134,825 | Trimmed |
| 18 | J.W. COLE ADVISORS, INC. | $2.2M | 114,567 | New |
| 19 | Kestra Advisory Services, LLC | $2.0M | 105,218 | Added |
| 20 | INVESTMENT PARTNERS, LTD. | $1.9M | 99,063 | Trimmed |
| 21 | IBEX WEALTH ADVISORS | $1.6M | 82,375 | Added |
| 22 | Gilliland Jeter Wealth Management LLC | $1.5M | 81,138 | Added |
| 23 | Concurrent Investment Advisors, LLC | $1.2M | 64,728 | New |
| 24 | TRUIST FINANCIAL CORP | $1.2M | 63,154 | Added |
| 25 | Mengis Capital Management, Inc. | $1.2M | 62,600 | Added |