| 1 | TOTH FINANCIAL ADVISORY CORP | $21.4M | 233,281 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $17.3M | 188,567 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $14.7M | 160,936 | Added |
| 4 | FAS Wealth Partners, Inc. | $12.5M | 136,654 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 134,126 | Trimmed |
| 6 | Bucket List Wealth Management, LLC | $10.0M | 109,479 | Added |
| 7 | Dogwood Wealth Management LLC | $9.8M | 107,264 | Added |
| 8 | Cascade Financial Partners, LLC | $5.6M | 61,148 | Added |
| 9 | Gladstone Institutional Advisory LLC | $5.3M | 57,754 | Added |
| 10 | Jacobi Capital Management LLC | $5.1M | 55,814 | Trimmed |
| 11 | Capital Advisors, Ltd. LLC | $4.9M | 53,470 | Trimmed |
| 12 | Connecticut Wealth Management, LLC | $4.7M | 51,391 | Trimmed |
| 13 | Merit Financial Group, LLC | $3.8M | 41,177 | Trimmed |
| 14 | BENJAMIN EDWARDS INC | $3.7M | 39,910 | Trimmed |
| 15 | PINNACLE ASSOCIATES LTD | $3.5M | 38,295 | Added |
| 16 | United Advisor Group, LLC | $3.5M | 38,195 | Added |
| 17 | KOM Wealth Management Group, LLC | $3.5M | 38,098 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $3.4M | 36,704 | Trimmed |
| 19 | Premier Path Wealth Partners, LLC | $3.3M | 35,676 | Added |
| 20 | Clear Creek Financial Management, LLC | $2.9M | 31,572 | Added |
| 21 | Brookstone Capital Management | $2.8M | 30,521 | New |
| 22 | Summit Wealth Partners, LLC | $2.7M | 29,470 | Trimmed |
| 23 | PRINCIPAL SECURITIES, INC. | $2.7M | 29,015 | Trimmed |
| 24 | Dynamic Advisor Solutions LLC | $2.7M | 28,983 | Added |
| 25 | R2 Capital Strategies, LLC | $2.6M | 28,810 | New |