| 1 | RAYMOND JAMES FINANCIAL INC | $81.2M | 2.0M | Added |
| 2 | Janney Montgomery Scott LLC | $34.0M | 838,996 | Added |
| 3 | LPL Financial LLC | $31.6M | 781,841 | Added |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $25.4M | 626,514 | Trimmed |
| 5 | Sequoia Financial Advisors, LLC | $20.0M | 495,409 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $20.0M | 493,910 | Added |
| 7 | Principle Wealth Partners LLC | $17.1M | 421,307 | Added |
| 8 | STIFEL FINANCIAL CORP | $16.5M | 408,633 | Added |
| 9 | UBS Group AG | $13.7M | 337,925 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 214,780 | Added |
| 11 | Elmwood Wealth Management, Inc. | $8.2M | 201,518 | Added |
| 12 | EverSource Wealth Advisors, LLC | $6.3M | 155,789 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $5.6M | 137,776 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 136,190 | Added |
| 15 | TRUIST FINANCIAL CORP | $5.3M | 130,787 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 114,558 | Added |
| 17 | Atlas Wealth LLC | $4.5M | 110,659 | New |
| 18 | IAM Advisory, LLC | $4.0M | 99,512 | New |
| 19 | Royal Bank of Canada | $4.0M | 98,459 | Added |
| 20 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.6M | 90,015 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $3.5M | 85,824 | New |
| 22 | Visionary Wealth Advisors | $3.3M | 80,716 | Added |
| 23 | Proficio Capital Partners LLC | $2.6M | 63,210 | Added |
| 24 | URS Advisory LLC | $2.5M | 62,080 | New |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $2.4M | 58,598 | New |