| 1 | ENVESTNET ASSET MANAGEMENT INC | $96.3M | 838,304 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $58.0M | 504,774 | Added |
| 3 | Aprio Wealth Management, LLC | $43.6M | 379,768 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $32.9M | 286,653 | Trimmed |
| 5 | PARK NATIONAL CORP /OH/ | $29.0M | 252,595 | Trimmed |
| 6 | IFP Advisors, Inc | $22.4M | 194,679 | Added |
| 7 | TRUIST FINANCIAL CORP | $21.5M | 187,304 | Added |
| 8 | ASSETMARK, INC | $19.5M | 169,915 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $18.0M | 156,631 | Trimmed |
| 10 | BENJAMIN EDWARDS INC | $17.7M | 153,651 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $17.1M | 148,481 | Trimmed |
| 12 | Cherry Creek Investment Advisors, Inc. | $15.8M | 137,187 | Trimmed |
| 13 | New England Private Wealth Advisors LLC | $15.4M | 143,275 | Added |
| 14 | Pine Valley Investments Ltd Liability Co | $15.3M | 132,979 | Trimmed |
| 15 | Crumly & Associates Inc. | $11.5M | 99,902 | Trimmed |
| 16 | Private Wealth Group, LLC | $11.1M | 96,271 | Trimmed |
| 17 | VAQUERO PRIVATE WEALTH, LTD | $10.4M | 90,845 | New |
| 18 | Capital Advisors, Ltd. LLC | $10.4M | 90,812 | Added |
| 19 | Gateway Wealth Partners, LLC | $7.3M | 63,406 | Trimmed |
| 20 | HENGEHOLD CAPITAL MANAGEMENT LLC | $6.9M | 60,256 | Trimmed |
| 21 | Hobart Private Capital, LLC | $6.8M | 59,030 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $6.5M | 56,417 | Added |
| 23 | Wealth Management Associates, Inc. | $6.5M | 56,227 | Trimmed |
| 24 | Prospera Financial Services Inc | $5.5M | 47,696 | Trimmed |
| 25 | DEFINED WEALTH MANAGEMENT, LLC | $5.2M | 45,083 | Trimmed |