| 1 | Marquette Asset Management, LLC | $44.2M | 692,817 | Trimmed |
| 2 | New England Private Wealth Advisors LLC | $31.9M | 562,869 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $19.2M | 301,214 | Added |
| 4 | Private Advisor Group, LLC | $17.9M | 281,097 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 259,461 | Added |
| 6 | CUTLER INVESTMENT COUNSEL LLC | $13.1M | 204,690 | Trimmed |
| 7 | Trinity Wealth Management, LLC | $10.8M | 169,218 | Added |
| 8 | Del-Sette Capital Management, LLC | $8.3M | 130,149 | Added |
| 9 | SUMMIT WEALTH GROUP LLC / CO | $7.8M | 122,668 | Trimmed |
| 10 | Wolff Financial Management LLC | $6.5M | 101,185 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 105,077 | Trimmed |
| 12 | Global View Capital Management LLC | $6.3M | 98,628 | New |
| 13 | Kestra Advisory Services, LLC | $6.2M | 97,590 | Trimmed |
| 14 | J. M. Brown & Associates Inc. | $5.7M | 89,879 | New |
| 15 | Wealth Group Ltd | $4.9M | 76,876 | Trimmed |
| 16 | PFG Advisors | $4.3M | 67,969 | Added |
| 17 | Chicago Partners Investment Group LLC | $3.8M | 65,968 | Added |
| 18 | TRUIST FINANCIAL CORP | $3.7M | 58,410 | Added |
| 19 | Commonwealth Financial Services, LLC | $3.5M | 55,008 | Trimmed |
| 20 | Gimbal Financial | $3.5M | 54,193 | Trimmed |
| 21 | Gladstone Institutional Advisory LLC | $3.3M | 52,152 | Added |
| 22 | XML Financial, LLC | $3.2M | 50,646 | Trimmed |
| 23 | Plan Group Financial, LLC | $3.1M | 48,303 | Trimmed |
| 24 | Galvin, Gaustad & Stein, LLC | $2.9M | 44,909 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 44,799 | Added |