| 1 | LPL Financial LLC | $54.0M | 1.7M | Added |
| 2 | Bank of New York Mellon Corp | $48.0M | 1.5M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $21.1M | 663,484 | New |
| 4 | Pinnacle Wealth Management, LLC | $14.4M | 452,901 | New |
| 5 | DENVER WEALTH MANAGEMENT, INC. | $13.7M | 431,011 | New |
| 6 | JONES FINANCIAL COMPANIES LLLP | $9.2M | 297,821 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 271,089 | Added |
| 8 | Meridian Financial Partners LLC | $7.9M | 245,657 | New |
| 9 | Prosperity Bancshares Inc | $7.5M | 237,490 | Added |
| 10 | Independent Advisor Alliance | $7.2M | 227,170 | New |
| 11 | Western Wealth Management, LLC | $6.4M | 200,469 | New |
| 12 | Members Advisory Group LLC | $5.5M | 174,319 | New |
| 13 | Provident Wealth Management, LLC | $5.0M | 156,238 | Added |
| 14 | Sigma Planning Corp | $4.7M | 147,508 | New |
| 15 | TRUIST FINANCIAL CORP | $4.5M | 141,380 | Added |
| 16 | SENTINEL PENSION ADVISORS, LLC | $4.2M | 132,974 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 126,883 | Added |
| 18 | CITADEL ADVISORS LLC | $3.7M | 115,823 | New |
| 19 | Cetera Investment Advisers | $3.4M | 106,344 | New |
| 20 | Endowment Wealth Management, Inc. | $3.4M | 105,631 | Added |
| 21 | FLOW TRADERS U.S. LLC | $3.3M | 102,739 | New |
| 22 | Cornerstone Planning Group LLC | $2.9M | 83,902 | New |
| 23 | D.A. DAVIDSON & CO. | $2.7M | 85,975 | New |
| 24 | Future Financial Wealth Managment LLC | $2.6M | 75,731 | New |
| 25 | Payne Capital LLC | $2.3M | 73,561 | Trimmed |