| 1 | Howard Capital Management Inc. | $372.8M | 4.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $71.8M | 838,306 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $53.9M | 629,437 | Trimmed |
| 4 | J.W. COLE ADVISORS, INC. | $21.9M | 256,226 | Trimmed |
| 5 | Aegis Wealth Management, Inc. | $20.0M | 233,887 | Added |
| 6 | Discipline Wealth Solutions, LLC | $16.4M | 191,319 | Added |
| 7 | Lifestyle Asset Management, Inc. | $9.9M | 115,143 | Added |
| 8 | Optivise Advisory Services LLC | $6.9M | 80,132 | Trimmed |
| 9 | Colonial River Investments, LLC | $3.2M | 36,867 | Added |
| 10 | IFP Advisors, Inc | $2.0M | 22,990 | Added |
| 11 | Brookstone Capital Management | $1.6M | 18,146 | Trimmed |
| 12 | Fiduciary Alliance LLC | $787,434 | 9,199 | Added |
| 13 | MONEY CONCEPTS CAPITAL CORP | $649,704 | 7,590 | Hold |
| 14 | TRUIST FINANCIAL CORP | $581,567 | 6,794 | Hold |
| 15 | PRINCIPAL SECURITIES, INC. | $476,031 | 5,561 | Added |
| 16 | Concurrent Investment Advisors, LLC | $464,181 | 5,423 | Added |
| 17 | Bison Wealth, LLC | $429,968 | 5,092 | Added |
| 18 | VestGen Investment Management | $353,785 | 4,133 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $324,316 | 3,789 | Hold |
| 20 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $312,696 | 3,653 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $304,222 | 3,554 | New |
| 22 | Worth Financial Advisory Group, LLC | $288,308 | 3,368 | New |
| 23 | INTEGRITY ALLIANCE, LLC. | $261,166 | 3,051 | Trimmed |
| 24 | J2 Capital Management Inc | $246,442 | 2,879 | Trimmed |
| 25 | Envestnet Portfolio Solutions, Inc. | $227,782 | 2,661 | New |