| 1 | New England Capital Financial Advisors LLC | $96.4M | 2.7M | Added |
| 2 | BENJAMIN EDWARDS INC | $34.1M | 968,502 | Trimmed |
| 3 | Retirement Management Systems Inc. | $29.3M | 832,783 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 372,711 | Added |
| 5 | MGO ONE SEVEN LLC | $7.1M | 202,154 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $6.8M | 194,597 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 178,985 | Added |
| 8 | Sonoma Allocations LLC | $6.0M | 171,553 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 167,236 | Added |
| 10 | Private Advisor Group, LLC | $5.7M | 162,423 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $5.6M | 158,900 | Added |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.6M | 103,237 | New |
| 13 | Strategic Blueprint, LLC | $3.0M | 84,593 | Added |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $2.7M | 76,730 | Added |
| 15 | Kovack Advisors, Inc. | $1.8M | 51,047 | Added |
| 16 | Hobart Private Capital, LLC | $909,800 | 25,876 | Trimmed |
| 17 | AdvisorNet Financial, Inc | $776,848 | 22,095 | Added |
| 18 | CORE WEALTH ADVISORS, LLC | $632,564 | 17,991 | Trimmed |
| 19 | SURIENCE PRIVATE WEALTH LLC | $631,755 | 17,968 | Added |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $591,919 | 16,835 | New |
| 21 | Marks Group Wealth Management, Inc | $571,772 | 16,263 | Trimmed |
| 22 | Capital Investment Advisory Services, LLC | $553,875 | 15,753 | Added |
| 23 | Concurrent Investment Advisors, LLC | $488,927 | 13,906 | Added |
| 24 | CWC Advisors, LLC. | $401,105 | 11,408 | New |
| 25 | Meridian Financial Advisors, LLC | $332,842 | 9,466 | Trimmed |