| 1 | Orgel Wealth Management, LLC | $302.9M | 3.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $275.1M | 2.8M | Added |
| 3 | Confluence Wealth Services, Inc. | $150.3M | 1.5M | Added |
| 4 | Summit Financial Wealth Advisors, LLC | $65.8M | 670,311 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $58.3M | 593,632 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 478,114 | Trimmed |
| 7 | Hilton Capital Management, LLC | $45.9M | 467,617 | New |
| 8 | TRUIST FINANCIAL CORP | $42.1M | 428,595 | Added |
| 9 | Barry Investment Advisors, LLC | $41.8M | 425,601 | Added |
| 10 | Capital Advantage, Inc. | $40.8M | 415,485 | Added |
| 11 | LS Investment Advisors, LLC | $36.4M | 370,210 | Trimmed |
| 12 | BURNS J W & CO INC/NY | $32.9M | 334,655 | Added |
| 13 | ASSETMARK, INC | $30.7M | 312,298 | Trimmed |
| 14 | FIRST HAWAIIAN BANK | $29.9M | 304,625 | Trimmed |
| 15 | Strategic Point Investment Advisors, LLC | $24.9M | 253,656 | Added |
| 16 | New England Private Wealth Advisors LLC | $24.5M | 241,179 | Added |
| 17 | Main Line Retirement Advisors, LLC | $24.3M | 247,065 | Trimmed |
| 18 | AAF Wealth Management, LLC | $23.7M | 241,414 | Trimmed |
| 19 | Joel Isaacson & Co., LLC | $22.9M | 233,051 | Added |
| 20 | CITIGROUP INC | $21.9M | 222,710 | Added |
| 21 | KWMG, LLC | $21.8M | 221,556 | Added |
| 22 | Ackerman Capital Advisors, LLC | $20.6M | 209,764 | Trimmed |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $18.6M | 189,310 | Trimmed |
| 24 | Clarity Wealth Advisors, LLC | $17.5M | 178,258 | Added |
| 25 | Capital Advisors Wealth Management, LLC | $16.5M | 168,070 | Added |