| 1 | LPL Financial LLC | $301.5M | 10.8M | Added |
| 2 | GW HENSSLER & ASSOCIATES LTD | $112.4M | 4.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $85.2M | 3.0M | Added |
| 4 | OSAIC HOLDINGS, INC. | $64.5M | 2.3M | Added |
| 5 | Cetera Investment Advisers | $59.5M | 2.1M | Added |
| 6 | Legacy Financial Group LLC | $56.2M | 2.0M | Added |
| 7 | Centennial Wealth Advisory LLC | $51.1M | 1.8M | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $38.1M | 1.4M | Added |
| 9 | Prime Capital Investment Advisors, LLC | $30.7M | 1.1M | Added |
| 10 | Capital Asset Advisory Services LLC | $26.2M | 901,961 | Added |
| 11 | Kestra Advisory Services, LLC | $24.3M | 866,581 | Added |
| 12 | HARBOUR INVESTMENTS, INC. | $24.0M | 857,687 | Added |
| 13 | TRUIST FINANCIAL CORP | $24.0M | 856,686 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $23.9M | 851,854 | Added |
| 15 | Brookstone Capital Management | $21.4M | 764,714 | Trimmed |
| 16 | CWM, LLC | $20.6M | 736,966 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $20.5M | 733,134 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $19.4M | 694,611 | Trimmed |
| 19 | Royal Bank of Canada | $16.5M | 590,561 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $15.2M | 541,972 | Added |
| 21 | Waverly Advisors, LLC | $14.0M | 498,235 | Added |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $12.4M | 442,487 | Trimmed |
| 23 | Mariner, LLC | $11.8M | 422,097 | Trimmed |
| 24 | Stratos Wealth Partners, LTD. | $11.5M | 408,940 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.4M | 408,830 | Trimmed |