| 1 | Cetera Investment Advisers | $16.4M | 461,809 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $12.8M | 360,357 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 357,986 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.4M | 319,088 | Trimmed |
| 5 | Janney Montgomery Scott LLC | $9.3M | 261,477 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $9.2M | 258,802 | Trimmed |
| 7 | LPL Financial LLC | $7.3M | 203,918 | Added |
| 8 | Sequent Planning LLC | $5.3M | 148,608 | Trimmed |
| 9 | OPPENHEIMER & CO INC | $5.2M | 146,546 | Trimmed |
| 10 | STEPHENS INC /AR/ | $5.2M | 145,006 | Trimmed |
| 11 | First Heartland Consultants, Inc. | $5.1M | 142,252 | Added |
| 12 | Luken Investment Analytics, LLC | $4.6M | 128,292 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 117,689 | Added |
| 14 | Ameritas Advisory Services, LLC | $4.0M | 112,347 | New |
| 15 | Global Retirement Partners, LLC | $3.8M | 107,571 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $3.6M | 102,034 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $3.2M | 88,841 | Added |
| 18 | HighTower Advisors, LLC | $3.0M | 83,719 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.9M | 80,888 | Trimmed |
| 20 | SACKS & ASSOCIATES, LLC | $2.8M | 79,656 | New |
| 21 | Faithward Advisors, LLC | $2.8M | 78,114 | Trimmed |
| 22 | SMART Wealth LLC | $2.8M | 77,903 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $2.5M | 70,558 | Trimmed |
| 24 | FWG Investments, LLC. | $2.5M | 70,119 | Trimmed |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $2.3M | 64,799 | Added |