| 1 | New England Capital Financial Advisors LLC | $88.4M | 2.5M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.7M | 2.1M | Added |
| 3 | Hartford Funds Management Co LLC | $53.4M | 1.5M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $42.4M | 1.2M | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $41.3M | 1.2M | Added |
| 6 | BENJAMIN EDWARDS INC | $33.7M | 971,387 | New |
| 7 | Retirement Management Systems Inc. | $25.1M | 723,138 | Added |
| 8 | Modern Wealth Management, LLC | $24.6M | 706,004 | Added |
| 9 | Bleakley Financial Group, LLC | $21.3M | 613,012 | Trimmed |
| 10 | NFP Retirement, Inc. | $20.9M | 601,079 | New |
| 11 | OSAIC HOLDINGS, INC. | $16.1M | 462,425 | Added |
| 12 | Centric Wealth Management | $14.4M | 411,612 | Added |
| 13 | Royal Bank of Canada | $13.4M | 385,812 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 344,031 | New |
| 15 | Live Oak Investment Partners | $8.9M | 255,507 | Added |
| 16 | STIFEL FINANCIAL CORP | $8.3M | 240,236 | Added |
| 17 | Mutual Advisors, LLC | $7.7M | 222,529 | New |
| 18 | CITIZENS FINANCIAL GROUP INC/RI | $7.5M | 216,447 | Added |
| 19 | MGO ONE SEVEN LLC | $7.3M | 211,083 | Added |
| 20 | WNY Asset Management, LLC | $6.3M | 180,087 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 164,391 | Added |
| 22 | TRUIST FINANCIAL CORP | $5.6M | 161,539 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 160,652 | Trimmed |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.2M | 149,037 | Added |
| 25 | Sanctuary Advisors, LLC | $4.7M | 136,366 | Added |