| 1 | Wealthcare Advisory Partners LLC | $16.8M | 547,797 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 396,672 | Trimmed |
| 3 | Outlook Wealth Advisors, LLC | $9.6M | 312,068 | Trimmed |
| 4 | Cetera Investment Advisers | $8.9M | 292,221 | Added |
| 5 | First Heartland Consultants, Inc. | $8.6M | 281,151 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $7.7M | 253,070 | Added |
| 7 | OSAIC HOLDINGS, INC. | $5.4M | 177,547 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $4.1M | 132,985 | Added |
| 9 | STEPHENS INC /AR/ | $3.6M | 116,874 | Added |
| 10 | LPL Financial LLC | $3.3M | 106,902 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 104,570 | Trimmed |
| 12 | OneDigital Investment Advisors LLC | $3.1M | 100,792 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.8M | 91,562 | Trimmed |
| 14 | Keystone Wealth Services, LLC | $2.4M | 78,888 | New |
| 15 | RED CRANE WEALTH MANAGEMENT, LLC | $2.2M | 73,486 | Trimmed |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $2.0M | 65,594 | Added |
| 17 | SMART Wealth LLC | $1.9M | 60,480 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $1.8M | 58,760 | Trimmed |
| 19 | Maia Wealth LLC | $1.8M | 58,519 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $1.7M | 56,200 | Trimmed |
| 21 | Prospera Financial Services Inc | $1.5M | 50,544 | Trimmed |
| 22 | Ignite Planners, LLC | $1.3M | 44,090 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $1.3M | 42,718 | Trimmed |
| 24 | Faithward Advisors, LLC | $1.3M | 41,379 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $1.3M | 40,856 | Added |