| 1 | Cambridge Investment Research Advisors, Inc. | $9.6M | 70,624 | Added |
| 2 | Paller Financial Services Inc | $9.0M | 66,271 | Trimmed |
| 3 | THEORY FINANCIAL LLC | $6.7M | 49,392 | Trimmed |
| 4 | Merit Financial Group, LLC | $5.2M | 38,506 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $4.4M | 32,133 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 29,219 | Added |
| 7 | MISSION WEALTH MANAGEMENT, LP | $3.3M | 24,300 | Hold |
| 8 | TRUIST FINANCIAL CORP | $2.9M | 21,606 | New |
| 9 | Outlook Wealth Advisors, LLC | $2.2M | 16,214 | New |
| 10 | Nilsine Partners, LLC | $1.7M | 12,306 | New |
| 11 | Signature Equity Partners, LLC | $1.6M | 11,634 | Added |
| 12 | NBC SECURITIES, INC. | $1.5M | 11,213 | New |
| 13 | Private Advisor Group, LLC | $1.5M | 10,958 | Added |
| 14 | Unique Wealth Strategies, LLC | $1.3M | 9,426 | Trimmed |
| 15 | Darwin Wealth Management, LLC | $1.2M | 9,000 | Hold |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $1.2M | 9,000 | New |
| 17 | Belvedere Trading LLC | $1.2M | 8,700 | New |
| 18 | Wealthcare Advisory Partners LLC | $948,754 | 6,960 | Added |
| 19 | Hennion & Walsh Asset Management, Inc. | $836,262 | 6,135 | New |
| 20 | Clear Creek Financial Management, LLC | $788,826 | 5,787 | New |
| 21 | Prospera Financial Services Inc | $711,808 | 5,222 | New |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $677,780 | 4,972 | Added |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $676,779 | 4,965 | New |
| 24 | Sound Income Strategies, LLC | $670,645 | 4,920 | Trimmed |
| 25 | Golden State Wealth Management, LLC | $626,210 | 4,594 | Trimmed |