| 1 | LPL Financial LLC | $63.4M | 1.0M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.2M | 420,890 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $14.3M | 229,797 | Added |
| 4 | Cetera Investment Advisers | $13.8M | 222,418 | Added |
| 5 | Independent Advisor Alliance | $13.1M | 210,975 | New |
| 6 | JONES FINANCIAL COMPANIES LLLP | $11.9M | 195,441 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $9.3M | 150,135 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 134,982 | Added |
| 9 | OSAIC HOLDINGS, INC. | $7.7M | 123,692 | Trimmed |
| 10 | RFG Advisory, LLC | $6.2M | 99,907 | Trimmed |
| 11 | MML INVESTORS SERVICES, LLC | $4.3M | 68,980 | Added |
| 12 | HBW ADVISORY SERVICES LLC | $3.9M | 62,280 | Added |
| 13 | Western Wealth Management, LLC | $3.8M | 61,258 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $3.7M | 59,804 | Trimmed |
| 15 | Synergy Investment Management, LLC | $3.5M | 55,741 | Added |
| 16 | HUB Investment Partners, LLC | $3.5M | 55,495 | New |
| 17 | Stratos Wealth Partners, LTD. | $3.0M | 48,372 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $3.0M | 47,766 | Added |
| 19 | Janney Montgomery Scott LLC | $2.9M | 47,015 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $2.7M | 42,702 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 41,552 | Trimmed |
| 22 | STIFEL FINANCIAL CORP | $2.5M | 39,740 | Added |
| 23 | Stratos Wealth Advisors, LLC | $2.4M | 38,798 | New |
| 24 | Colonial River Investments, LLC | $2.2M | 36,061 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $1.8M | 29,132 | Added |