| 1 | Cambridge Investment Research Advisors, Inc. | $560.0M | 6.9M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $459.5M | 5.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $446.1M | 5.5M | Added |
| 4 | Private Advisor Group, LLC | $259.3M | 3.2M | Added |
| 5 | Kestra Advisory Services, LLC | $223.9M | 2.8M | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $145.7M | 1.8M | Added |
| 7 | Prospera Financial Services Inc | $89.6M | 1.1M | Trimmed |
| 8 | D.A. DAVIDSON & CO. | $79.2M | 977,097 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $78.0M | 961,997 | Added |
| 10 | AFFINITY WEALTH MANAGEMENT LLC | $53.8M | 663,879 | Added |
| 11 | Paradiem, LLC | $49.5M | 610,726 | New |
| 12 | RVW Wealth, LLC | $47.6M | 586,906 | Added |
| 13 | Koshinski Asset Management, Inc. | $46.5M | 573,639 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46.4M | 577,642 | Added |
| 15 | Ascension Capital Advisors, Inc. | $45.8M | 565,306 | Trimmed |
| 16 | Financial Partners Group, Inc | $44.0M | 542,375 | Trimmed |
| 17 | Horizon Advisory Services, Inc. | $42.4M | 523,280 | Trimmed |
| 18 | Gladstone Institutional Advisory LLC | $42.2M | 520,450 | Added |
| 19 | Rise Advisors, LLC | $39.8M | 490,602 | Added |
| 20 | CITIGROUP INC | $39.7M | 489,448 | Added |
| 21 | First Heartland Consultants, Inc. | $39.6M | 488,517 | Added |
| 22 | BENJAMIN EDWARDS INC | $38.0M | 468,651 | Added |
| 23 | Hobart Private Capital, LLC | $34.7M | 428,601 | Trimmed |
| 24 | PARK NATIONAL CORP /OH/ | $32.7M | 403,681 | Added |
| 25 | Next Level Private LLC | $30.7M | 378,597 | Added |