| 1 | Cambridge Investment Research Advisors, Inc. | $37.8M | 237,054 | Added |
| 2 | Kestra Advisory Services, LLC | $21.7M | 136,087 | Added |
| 3 | Gratus Wealth Advisors, LLC | $17.2M | 107,823 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 86,960 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 82,793 | Trimmed |
| 6 | CX Institutional | $12.6M | 78,961 | Added |
| 7 | New England Private Wealth Advisors LLC | $10.5M | 69,371 | Added |
| 8 | Stenger Family Office, LLC | $5.3M | 32,925 | Trimmed |
| 9 | Darwin Wealth Management, LLC | $5.2M | 32,425 | Added |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $5.2M | 32,425 | New |
| 11 | B. Riley Wealth Advisors, Inc. | $4.9M | 31,065 | Added |
| 12 | Crumly & Associates Inc. | $4.7M | 29,243 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $4.3M | 26,727 | Trimmed |
| 14 | CHOREO, LLC | $4.2M | 26,080 | Hold |
| 15 | Clear Creek Financial Management, LLC | $3.5M | 22,197 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $3.4M | 21,458 | Added |
| 17 | BIP Wealth, LLC | $3.3M | 20,385 | Trimmed |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 19,469 | Trimmed |
| 19 | Spire Wealth Management | $3.1M | 19,341 | Hold |
| 20 | DAVENPORT & Co LLC | $3.1M | 19,168 | Added |
| 21 | Private Advisor Group, LLC | $2.9M | 18,442 | Added |
| 22 | Prospera Financial Services Inc | $2.9M | 18,305 | Trimmed |
| 23 | Sowell Financial Services LLC | $2.9M | 18,001 | Added |
| 24 | Baker Avenue Asset Management, LP | $2.6M | 16,127 | Trimmed |
| 25 | CITIGROUP INC | $2.2M | 13,904 | Trimmed |