| 1 | Cambridge Investment Research Advisors, Inc. | $71.2M | 1.6M | Added |
| 2 | Advisory Resource Group | $44.5M | 988,427 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 483,013 | Added |
| 4 | Prospera Financial Services Inc | $15.8M | 350,355 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 261,021 | Trimmed |
| 6 | Private Advisor Group, LLC | $11.7M | 258,897 | Added |
| 7 | Onyx Bridge Wealth Group LLC | $9.5M | 210,389 | Added |
| 8 | TRUIST FINANCIAL CORP | $7.7M | 171,733 | Added |
| 9 | Kestra Advisory Services, LLC | $7.4M | 164,456 | Added |
| 10 | Gladstone Institutional Advisory LLC | $6.9M | 152,649 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $6.6M | 147,036 | Added |
| 12 | Fearless Solutions, LLC dba Best Invest | $4.9M | 109,679 | Added |
| 13 | Cassady Wealth & Retirement Planning, LLC | $4.9M | 107,611 | Added |
| 14 | Benchmark Financial Wealth Advisors, LLC | $4.3M | 95,738 | Added |
| 15 | SOUTHERN CAPITAL SERVICES INC /ADV | $4.1M | 90,036 | Added |
| 16 | Code Waechter LLC | $3.9M | 86,848 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 79,367 | Added |
| 18 | BENJAMIN EDWARDS INC | $3.5M | 78,099 | Added |
| 19 | CHANNEL WEALTH LLC | $3.3M | 73,022 | Trimmed |
| 20 | Lifestyle Asset Management, Inc. | $3.1M | 69,389 | Added |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $3.1M | 69,331 | New |
| 22 | Guardian Financial Partners, LLC | $3.0M | 66,004 | Added |
| 23 | Cooper Financial Group | $2.9M | 63,538 | Added |
| 24 | Capital Investment Advisory Services, LLC | $2.8M | 62,229 | Trimmed |
| 25 | WEST MICHIGAN ADVISORS, LLC | $2.7M | 67,472 | Hold |