| 1 | OSAIC HOLDINGS, INC. | $11.5M | 281,971 | Added |
| 2 | Kestra Advisory Services, LLC | $8.0M | 196,626 | Trimmed |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.5M | 183,958 | Added |
| 4 | KFG WEALTH MANAGEMENT, LLC | $3.9M | 96,867 | Trimmed |
| 5 | Foundations Investment Advisors, LLC | $3.2M | 78,980 | Added |
| 6 | Brookstone Capital Management | $3.1M | 75,085 | Trimmed |
| 7 | Orion Porfolio Solutions, LLC | $2.7M | 66,325 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 65,770 | Added |
| 9 | IMG Wealth Management, Inc. | $2.6M | 64,004 | Trimmed |
| 10 | Arete Wealth Advisors, LLC | $2.4M | 58,450 | Added |
| 11 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 58,253 | Added |
| 12 | Berger Financial Group, Inc | $2.4M | 57,745 | Added |
| 13 | Cerity Partners LLC | $1.9M | 46,962 | Added |
| 14 | AssuredPartners Investment Advisors, LLC | $1.9M | 45,664 | Trimmed |
| 15 | Allworth Financial LP | $1.8M | 44,413 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 41,684 | Added |
| 17 | LPL Financial LLC | $1.7M | 41,184 | Added |
| 18 | Triad Wealth Partners, LLC | $1.6M | 38,984 | Added |
| 19 | Chicago Partners Investment Group LLC | $1.3M | 32,647 | Hold |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.3M | 32,143 | Added |
| 21 | HighTower Advisors, LLC | $1.3M | 31,600 | Hold |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $1.2M | 30,156 | Hold |
| 23 | Accurate Wealth Management, LLC | $996,694 | 24,368 | Added |
| 24 | TRUIST FINANCIAL CORP | $983,005 | 24,111 | Hold |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $938,199 | 23,012 | Trimmed |