| 1 | Heartwood Wealth Advisors LLC | $44.3M | 763,888 | Added |
| 2 | Private Advisor Group, LLC | $6.6M | 114,638 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 110,882 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 95,582 | Added |
| 5 | J.W. COLE ADVISORS, INC. | $3.2M | 55,584 | Added |
| 6 | Onyx Bridge Wealth Group LLC | $3.1M | 53,734 | Added |
| 7 | INTEGRITY ALLIANCE, LLC. | $2.3M | 39,645 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 37,337 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.0M | 33,866 | Added |
| 10 | TRUIST FINANCIAL CORP | $1.9M | 32,500 | Trimmed |
| 11 | Gateway Wealth Partners, LLC | $1.5M | 25,576 | Trimmed |
| 12 | AE Wealth Management LLC | $1.4M | 23,502 | Added |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 22,260 | Added |
| 14 | Intrua Financial, LLC | $961,356 | 16,575 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $918,863 | 15,842 | Added |
| 16 | ASHTON THOMAS SECURITIES, LLC | $882,741 | 15,220 | Added |
| 17 | Savvy Advisors, Inc. | $847,596 | 14,614 | Added |
| 18 | Concurrent Investment Advisors, LLC | $832,079 | 14,346 | Added |
| 19 | ASPIRIANT, LLC | $778,940 | 13,430 | Hold |
| 20 | Herold Advisors, Inc. | $690,000 | 11,835 | Added |
| 21 | Prosperity Financial Group, Inc. | $637,919 | 10,998 | Trimmed |
| 22 | BENJAMIN EDWARDS INC | $632,374 | 10,903 | Trimmed |
| 23 | STEPHENS INC /AR/ | $580,000 | 10,000 | Trimmed |
| 24 | Prospera Financial Services Inc | $515,169 | 8,881 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $479,642 | 8,270 | Trimmed |