| 1 | Sequent Planning LLC | $15.3M | 485,639 | Trimmed |
| 2 | Cetera Investment Advisers | $15.0M | 477,545 | Added |
| 3 | Kestra Advisory Services, LLC | $12.3M | 391,166 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.2M | 387,508 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $11.6M | 367,292 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $11.4M | 360,914 | Trimmed |
| 7 | Janney Montgomery Scott LLC | $8.3M | 264,928 | Added |
| 8 | LPL Financial LLC | $6.4M | 203,053 | Added |
| 9 | OPPENHEIMER & CO INC | $4.8M | 152,633 | Added |
| 10 | Luken Investment Analytics, LLC | $4.6M | 145,710 | New |
| 11 | STEPHENS INC /AR/ | $4.6M | 145,011 | Added |
| 12 | First Heartland Consultants, Inc. | $4.4M | 138,475 | Added |
| 13 | TRUIST FINANCIAL CORP | $4.2M | 132,031 | Trimmed |
| 14 | SMART Wealth LLC | $3.9M | 122,965 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 117,666 | Added |
| 16 | HARBOUR INVESTMENTS, INC. | $2.7M | 86,950 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $2.6M | 84,198 | Trimmed |
| 18 | HighTower Advisors, LLC | $2.6M | 82,593 | Added |
| 19 | Faithward Advisors, LLC | $2.5M | 78,680 | Added |
| 20 | Steward Partners Investment Advisory, LLC | $2.3M | 71,858 | Added |
| 21 | FWG Investments, LLC. | $2.2M | 70,371 | Added |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $2.0M | 64,620 | Added |
| 23 | Purus Wealth Management, LLC | $2.0M | 62,616 | Trimmed |
| 24 | Harvest Investment Services, LLC | $1.9M | 59,822 | Added |
| 25 | Keystone Wealth Services, LLC | $1.4M | 45,663 | New |