| 1 | LPL Financial LLC | $48.3M | 1.1M | Added |
| 2 | Cardinal Point Capital Management ULC | $26.5M | 585,778 | Added |
| 3 | CWM, LLC | $24.6M | 544,633 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 496,120 | Added |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $22.3M | 492,776 | Added |
| 6 | Focus Partners Wealth | $13.4M | 296,605 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.5M | 254,807 | Added |
| 8 | OSAIC HOLDINGS, INC. | $9.6M | 212,607 | Trimmed |
| 9 | Asio Capital, LLC | $8.5M | 188,799 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 183,957 | Added |
| 11 | TRUIST FINANCIAL CORP | $7.8M | 172,917 | Added |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $7.5M | 165,911 | Added |
| 13 | GeoWealth Management, LLC | $7.2M | 159,803 | Added |
| 14 | CarsonAllaria Wealth Management, Ltd. | $7.1M | 158,181 | Added |
| 15 | HighTower Advisors, LLC | $6.1M | 134,258 | Added |
| 16 | Bridgewealth Advisory Group, LLC | $5.9M | 130,270 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 116,315 | Trimmed |
| 18 | Tortoise Investment Management, LLC | $5.0M | 109,890 | Added |
| 19 | SITTNER & NELSON, LLC | $4.7M | 104,078 | Trimmed |
| 20 | MORGAN STANLEY | $4.7M | 102,971 | Added |
| 21 | JANE STREET GROUP, LLC | $4.5M | 100,000 | Added |
| 22 | Sprinkle Financial Consultants LLC | $4.5M | 98,738 | Added |
| 23 | Paulson Wealth Management Inc. | $4.2M | 92,419 | Added |
| 24 | Waterway Wealth Management, LLC | $4.1M | 91,438 | Added |
| 25 | Clarity Asset Management, Inc. | $4.0M | 88,069 | Trimmed |