| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $99.6M | 2.7M | Added |
| 2 | PINNACLE ASSOCIATES LTD | $28.4M | 757,878 | Added |
| 3 | Maltin Wealth Management, Inc. | $10.2M | 272,404 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 237,745 | Added |
| 5 | Beaumont Financial Advisors, LLC | $7.5M | 199,831 | New |
| 6 | New England Private Wealth Advisors LLC | $4.0M | 101,241 | Added |
| 7 | J.W. COLE ADVISORS, INC. | $1.8M | 49,026 | New |
| 8 | Pathway Financial Advisors LLC | $1.8M | 47,468 | Trimmed |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $927,098 | 24,735 | Added |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $892,556 | 23,846 | Added |
| 11 | Cerro Pacific Wealth Advisors LLC | $760,261 | 20,284 | New |
| 12 | Tempus Wealth Planning, LLC | $682,900 | 18,220 | Trimmed |
| 13 | Prospera Financial Services Inc | $583,261 | 15,562 | Added |
| 14 | TRUIST FINANCIAL CORP | $574,768 | 15,335 | Trimmed |
| 15 | Centurion Wealth Management LLC | $421,659 | 11,250 | Trimmed |
| 16 | Curated Wealth Partners LLC | $349,504 | 8,600 | New |
| 17 | Aspen Investment Management Inc | $303,000 | 8,080 | Trimmed |
| 18 | 1620 INVESTMENT ADVISORS, INC. | $245,462 | 6,549 | New |
| 19 | GILPIN WEALTH MANAGEMENT, LLC | $89,954 | 2,400 | Added |
| 20 | Farther Finance Advisors, LLC | $75,785 | 2,015 | Added |
| 21 | Allied Private Wealth LLC | $54,081 | 1,426 | New |
| 22 | Signature Equity Partners, LLC | $49,362 | 1,317 | Added |
| 23 | TD Waterhouse Canada Inc. | $34,100 | 912 | New |
| 24 | PRIVATE TRUST CO NA | $15,629 | 417 | New |
| 25 | ASSETMARK, INC | $7,459 | 199 | New |