| 1 | Cambridge Investment Research Advisors, Inc. | $63.6M | 190,038 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $49.3M | 147,217 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $31.6M | 94,324 | Added |
| 4 | RVW Wealth, LLC | $28.0M | 83,527 | Trimmed |
| 5 | MEITAV INVESTMENT HOUSE LTD | $23.3M | 69,703 | New |
| 6 | Kestra Advisory Services, LLC | $22.2M | 66,336 | Trimmed |
| 7 | CITIGROUP INC | $21.3M | 63,755 | Added |
| 8 | Nilsine Partners, LLC | $20.3M | 60,647 | Added |
| 9 | Southland Equity Partners LLC | $20.3M | 60,558 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 57,201 | Trimmed |
| 11 | Private Advisor Group, LLC | $16.1M | 48,007 | Trimmed |
| 12 | Concurrent Investment Advisors, LLC | $14.5M | 43,425 | Added |
| 13 | Mainsail Financial Group, LLC | $13.2M | 39,528 | Added |
| 14 | Syntegra Private Wealth Group, LLC | $12.1M | 36,033 | Trimmed |
| 15 | ASSETMARK, INC | $11.7M | 35,091 | Trimmed |
| 16 | NewSquare Capital LLC | $10.7M | 31,849 | Added |
| 17 | BENJAMIN EDWARDS INC | $8.9M | 26,547 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 20,940 | Added |
| 19 | VAQUERO PRIVATE WEALTH, LTD | $5.9M | 17,538 | New |
| 20 | Focus Financial Network, Inc. | $5.3M | 15,754 | Trimmed |
| 21 | OPPENHEIMER & CO INC | $5.0M | 14,899 | Added |
| 22 | PCG Wealth Advisors, LLC | $4.8M | 14,486 | Added |
| 23 | MTM Investment Management, LLC | $4.8M | 14,305 | Trimmed |
| 24 | Ayalon Insurance Comp Ltd. | $4.8M | 14,256 | Added |
| 25 | Belpointe Asset Management LLC | $4.6M | 13,676 | Trimmed |