| 1 | LPL Financial LLC | $129.4M | 3.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $43.5M | 1.1M | Added |
| 3 | STIFEL FINANCIAL CORP | $26.1M | 676,357 | Added |
| 4 | Arax Advisory Partners | $21.6M | 559,136 | Added |
| 5 | Stenger Family Office, LLC | $16.2M | 420,939 | New |
| 6 | ASSETMARK, INC | $15.9M | 411,708 | Added |
| 7 | Prospera Financial Services Inc | $15.7M | 406,207 | Added |
| 8 | Cetera Investment Advisers | $14.9M | 385,153 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $14.0M | 362,102 | Added |
| 10 | Kingsview Wealth Management, LLC | $7.4M | 190,563 | Trimmed |
| 11 | Gateway Wealth Partners, LLC | $6.9M | 178,001 | Added |
| 12 | BENJAMIN EDWARDS INC | $6.9M | 177,859 | Added |
| 13 | Integrated Wealth Concepts LLC | $6.5M | 167,415 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $5.8M | 151,427 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $4.5M | 117,527 | Added |
| 16 | Bank of New York Mellon Corp | $4.3M | 110,709 | Added |
| 17 | MGO ONE SEVEN LLC | $4.2M | 107,841 | Added |
| 18 | Maridea Wealth Management LLC | $4.1M | 106,762 | Added |
| 19 | IFP Advisors, Inc | $4.1M | 105,462 | Added |
| 20 | OSAIC HOLDINGS, INC. | $4.0M | 103,619 | Added |
| 21 | Janney Montgomery Scott LLC | $4.0M | 102,855 | Added |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $3.6M | 94,189 | Added |
| 23 | Concurrent Investment Advisors, LLC | $3.5M | 90,995 | Added |
| 24 | Wagner Wealth Management, Corp | $3.5M | 89,806 | Added |
| 25 | Atria Investments, Inc | $3.2M | 83,080 | Added |