| 1 | HighTower Advisors, LLC | $11.1M | 297,483 | Added |
| 2 | Compass Financial Group, Inc. | $8.9M | 239,489 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $6.8M | 181,221 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $6.2M | 166,573 | Trimmed |
| 5 | SageView Advisory Group, LLC | $6.1M | 163,752 | Trimmed |
| 6 | Creative Planning | $6.1M | 163,752 | Trimmed |
| 7 | Cetera Investment Advisers | $5.1M | 136,706 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 125,507 | Trimmed |
| 9 | BFI Wealth Solutions, LLC | $3.7M | 98,837 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 70,589 | New |
| 11 | LPL Financial LLC | $2.3M | 61,892 | Added |
| 12 | Global Strategic Investment Solutions, LLC | $1.9M | 51,826 | Trimmed |
| 13 | DHJJ Financial Advisors, Ltd. | $1.9M | 49,663 | Trimmed |
| 14 | OLD MISSION CAPITAL LLC | $1.8M | 47,087 | Added |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.7M | 44,431 | Trimmed |
| 16 | Valtinson Bruner Financial Planning LLC | $1.6M | 42,093 | Trimmed |
| 17 | OneDigital Investment Advisors LLC | $1.6M | 41,960 | Added |
| 18 | Focus Partners Wealth | $1.4M | 38,791 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.4M | 38,010 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 37,409 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 37,226 | Added |
| 22 | Kestra Advisory Services, LLC | $1.3M | 35,934 | Trimmed |
| 23 | Capital Investment Advisory Services, LLC | $1.3M | 35,029 | Hold |
| 24 | Stratos Wealth Advisors, LLC | $1.2M | 32,415 | Trimmed |
| 25 | Arax Advisory Partners | $1.1M | 29,396 | New |