| 1 | UBS Group AG | $24.8M | 1.3M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.8M | 449,456 | Trimmed |
| 3 | LPL Financial LLC | $8.4M | 430,053 | Trimmed |
| 4 | Brookwood Investment Group LLC | $5.9M | 300,924 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.7M | 294,024 | Trimmed |
| 6 | Worth Financial Advisory Group, LLC | $5.5M | 14,430 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 216,956 | Added |
| 8 | Castle Rock Wealth Management, LLC | $2.5M | 126,008 | Added |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC | $1.5M | 77,377 | Trimmed |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.4M | 70,880 | Trimmed |
| 11 | Advisory Advocates, LLC | $1.3M | 65,273 | Added |
| 12 | Proactive Wealth Strategies LLC | $1.2M | 60,830 | New |
| 13 | Sargent Investment Group, LLC | $1.2M | 60,628 | Trimmed |
| 14 | Keystone Financial Services, LLC | $1.2M | 60,275 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 59,063 | Added |
| 16 | Western Wealth Management, LLC | $1.1M | 58,455 | New |
| 17 | Whipplewood Advisors, LLC | $970,630 | 49,827 | Hold |
| 18 | Golden State Equity Partners | $889,301 | 45,652 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $827,000 | 42,441 | Trimmed |
| 20 | &PARTNERS | $734,123 | 37,686 | Added |
| 21 | Royal Bank of Canada | $674,000 | 34,613 | Added |
| 22 | DAVENPORT & Co LLC | $612,308 | 31,433 | Added |
| 23 | Balentine LLC | $594,335 | 30,510 | Hold |
| 24 | HighTower Advisors, LLC | $586,211 | 30,093 | Added |
| 25 | TRUIST FINANCIAL CORP | $539,754 | 27,708 | Added |