| 1 | RWA WEALTH PARTNERS, LLC | $156.4M | 5.0M | Added |
| 2 | LPL Financial LLC | $41.7M | 1.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.5M | 721,661 | Added |
| 4 | Worth Financial Advisory Group, LLC | $15.4M | 32,975 | Trimmed |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $12.8M | 411,060 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 223,107 | Added |
| 7 | Sanchez Wealth Management Group | $6.7M | 216,697 | Added |
| 8 | TRUIST FINANCIAL CORP | $6.4M | 206,663 | Added |
| 9 | Sanctuary Advisors, LLC | $4.3M | 137,820 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 136,631 | Added |
| 11 | Castle Rock Wealth Management, LLC | $3.0M | 94,077 | Added |
| 12 | CORA CAPITAL ADVISORS LLC | $2.8M | 90,100 | New |
| 13 | &PARTNERS | $2.7M | 86,866 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $2.4M | 77,595 | New |
| 15 | HighTower Advisors, LLC | $2.3M | 73,510 | Added |
| 16 | Janney Montgomery Scott LLC | $2.2M | 70,439 | Added |
| 17 | Colonial River Investments, LLC | $2.0M | 65,200 | Added |
| 18 | Gladstone Institutional Advisory LLC | $1.8M | 58,534 | Trimmed |
| 19 | Harvest Investment Services, LLC | $1.7M | 55,514 | Added |
| 20 | Onyx Bridge Wealth Group LLC | $1.6M | 50,382 | Added |
| 21 | Embree Financial Group | $1.3M | 41,468 | Added |
| 22 | STIFEL FINANCIAL CORP | $1.2M | 40,130 | Added |
| 23 | GWN SECURITIES INC. | $1.1M | 33,757 | Added |
| 24 | Stratos Wealth Partners, LTD. | $1.0M | 33,149 | Added |
| 25 | Western Wealth Management, LLC | $992,687 | 31,899 | Added |