| 1 | Cambridge Investment Research Advisors, Inc. | $74.8M | 844,028 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 91,208 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 66,984 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $5.8M | 65,941 | Trimmed |
| 5 | MBL Wealth, LLC | $5.7M | 63,893 | Trimmed |
| 6 | Prospera Financial Services Inc | $5.0M | 56,452 | Added |
| 7 | Private Advisor Group, LLC | $4.8M | 53,629 | Added |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.6M | 40,082 | Trimmed |
| 9 | Bryn Mawr Trust Advisors, LLC | $3.3M | 37,168 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $2.6M | 28,926 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.9M | 21,301 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 18,332 | Added |
| 13 | JBR Co Financial Management Inc | $1.5M | 16,704 | Trimmed |
| 14 | MATHER GROUP, LLC. | $1.5M | 16,520 | Trimmed |
| 15 | J.W. COLE ADVISORS, INC. | $1.4M | 15,467 | Trimmed |
| 16 | OPPENHEIMER & CO INC | $1.2M | 13,650 | Trimmed |
| 17 | UNIQUE WEALTH, LLC | $1.1M | 12,913 | Added |
| 18 | Southland Equity Partners LLC | $1.1M | 12,085 | Trimmed |
| 19 | Clear Creek Financial Management, LLC | $1.1M | 11,971 | Added |
| 20 | Advisor Resource Council | $986,254 | 11,125 | Trimmed |
| 21 | Strategic Blueprint, LLC | $919,622 | 10,374 | Added |
| 22 | TCFG Investment Advisors, LLC | $867,479 | 9,785 | Trimmed |
| 23 | XML Financial, LLC | $858,959 | 9,689 | Trimmed |
| 24 | Confluence Wealth Services, Inc. | $846,076 | 9,544 | Added |
| 25 | Alchemi Wealth, LLC | $829,055 | 9,352 | Trimmed |