| 1 | PRINCIPAL SECURITIES, INC. | $91.7M | 4.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $82.7M | 4.3M | Added |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $61.9M | 3.3M | Added |
| 4 | Cyndeo Wealth Partners, LLC | $21.2M | 1.1M | Added |
| 5 | McAdam, LLC | $8.3M | 437,028 | Added |
| 6 | Manske Wealth Management | $3.3M | 174,477 | Trimmed |
| 7 | Fifth Third Securities, Inc. | $1.9M | 99,978 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.9M | 97,950 | Added |
| 9 | AJ Advisors, LLC | $1.5M | 77,941 | New |
| 10 | Capital Investment Advisory Services, LLC | $1.4M | 72,642 | Added |
| 11 | Private Advisor Group, LLC | $1.3M | 70,647 | Added |
| 12 | Greenline Wealth Management LLC | $733,418 | 38,439 | Added |
| 13 | Hobart Private Capital, LLC | $677,755 | 35,522 | Trimmed |
| 14 | Atria Investments, Inc | $665,441 | 34,876 | Added |
| 15 | PFG Investments, LLC | $493,639 | 25,872 | Trimmed |
| 16 | IFP Advisors, Inc | $449,639 | 23,566 | Added |
| 17 | Milestones Private Investment Advisors LLC | $425,751 | 22,314 | Added |
| 18 | DAVENPORT & Co LLC | $355,346 | 18,624 | Trimmed |
| 19 | Stonebridge Financial Group, LLC / MO | $338,514 | 17,742 | Trimmed |
| 20 | Prospera Financial Services Inc | $306,416 | 16,059 | Added |
| 21 | Belpointe Asset Management LLC | $246,666 | 12,928 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $240,788 | 12,620 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $217,460 | 11,397 | Trimmed |
| 24 | Allied Private Wealth LLC | $192,216 | 10,159 | New |
| 25 | Farther Finance Advisors, LLC | $72,028 | 3,775 | Trimmed |