| 1 | Cambridge Investment Research Advisors, Inc. | $48.8M | 457,114 | Added |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $27.3M | 255,763 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $17.8M | 166,536 | Added |
| 4 | RFG Advisory, LLC | $11.3M | 106,244 | Added |
| 5 | HBW ADVISORY SERVICES LLC | $7.5M | 70,560 | Added |
| 6 | TRUIST FINANCIAL CORP | $5.9M | 55,471 | Trimmed |
| 7 | Colonial River Investments, LLC | $5.9M | 55,041 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 46,781 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.4M | 40,840 | Added |
| 10 | J.W. COLE ADVISORS, INC. | $4.3M | 40,190 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $4.0M | 37,900 | Added |
| 12 | D.A. DAVIDSON & CO. | $3.6M | 33,554 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $3.0M | 28,308 | Added |
| 14 | Teamwork Financial Advisors, LLC | $1.8M | 17,257 | Added |
| 15 | WealthBridge Capital Management, LLC | $1.8M | 16,454 | Trimmed |
| 16 | Cornerstone Wealth Management, LLC | $1.4M | 13,236 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 13,574 | Trimmed |
| 18 | Rubicon Advisors, GP | $1.0M | 9,557 | Added |
| 19 | Clear Creek Financial Management, LLC | $950,697 | 8,910 | Added |
| 20 | Lifestyle Asset Management, Inc. | $899,588 | 8,431 | New |
| 21 | OxenFree Capital LLC | $856,739 | 8,943 | Trimmed |
| 22 | Fearless Solutions, LLC dba Best Invest | $855,201 | 8,015 | Added |
| 23 | PFG Investments, LLC | $852,149 | 7,986 | Trimmed |
| 24 | Apollon Wealth Management, LLC | $735,163 | 6,890 | Added |
| 25 | Brookwood Investment Group LLC | $677,057 | 6,345 | Added |