| 1 | LPL Financial LLC | $64.5M | 1.3M | Added |
| 2 | MML INVESTORS SERVICES, LLC | $15.0M | 300,207 | Trimmed |
| 3 | MORGAN STANLEY | $12.8M | 254,678 | Added |
| 4 | STIFEL FINANCIAL CORP | $12.7M | 254,576 | Trimmed |
| 5 | 49 WEALTH MANAGEMENT, LLC | $12.1M | 240,798 | Added |
| 6 | Equitable Holdings, Inc. | $8.4M | 167,687 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.1M | 162,493 | Added |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $7.5M | 149,397 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 145,333 | Added |
| 10 | GOLDMAN SACHS GROUP INC | $6.1M | 121,185 | Added |
| 11 | UBS Group AG | $5.7M | 114,537 | Added |
| 12 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $4.6M | 92,241 | Added |
| 13 | Sunrise Financial Services, LLC | $3.7M | 74,504 | New |
| 14 | Alpine Bank Wealth Management | $3.5M | 70,638 | Added |
| 15 | Rockefeller Capital Management L.P. | $2.9M | 58,376 | Added |
| 16 | TRUIST FINANCIAL CORP | $2.3M | 45,001 | Added |
| 17 | Formidable Asset Management, LLC | $1.9M | 38,404 | Added |
| 18 | Private Advisor Group, LLC | $1.8M | 36,582 | Trimmed |
| 19 | Wealthcare Advisory Partners LLC | $1.8M | 35,483 | Added |
| 20 | Heck Capital Advisors, LLC | $1.5M | 29,850 | Added |
| 21 | Lido Advisors, LLC | $1.4M | 28,441 | Trimmed |
| 22 | Marshall & Sterling Wealth Advisors Inc. | $1.4M | 27,011 | Added |
| 23 | Independent Advisor Alliance | $1.1M | 22,249 | New |
| 24 | KPP Advisory Services LLC | $1.1M | 21,273 | New |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 20,766 | Trimmed |