| 1 | MORGAN STANLEY | $169.2M | 3.3M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $123.0M | 2.4M | Added |
| 3 | LPL Financial LLC | $118.0M | 2.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $103.7M | 2.0M | Added |
| 5 | UBS Group AG | $96.5M | 1.9M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $62.0M | 1.2M | Added |
| 7 | Avantax Planning Partners, Inc. | $42.7M | 842,907 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $39.8M | 786,032 | Trimmed |
| 9 | OneDigital Investment Advisors LLC | $37.7M | 744,427 | Added |
| 10 | Janney Montgomery Scott LLC | $23.7M | 468,362 | Added |
| 11 | TRUIST FINANCIAL CORP | $22.4M | 430,414 | Added |
| 12 | Cetera Investment Advisers | $21.2M | 418,100 | Added |
| 13 | Royal Bank of Canada | $21.1M | 416,337 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 348,146 | Trimmed |
| 15 | RMR Wealth Builders | $16.9M | 333,050 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $16.4M | 323,948 | Added |
| 17 | Rockefeller Capital Management L.P. | $16.1M | 318,032 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $15.2M | 300,472 | Added |
| 19 | STIFEL FINANCIAL CORP | $15.1M | 297,670 | Added |
| 20 | True Blue Financial, LLC | $13.6M | 269,428 | Added |
| 21 | Miracle Mile Advisors, LLC | $12.9M | 253,946 | Trimmed |
| 22 | GM Advisory Group, LLC | $12.2M | 240,580 | Trimmed |
| 23 | Independent Advisor Alliance | $11.9M | 234,268 | New |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.3M | 223,552 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $11.3M | 223,781 | Added |