| 1 | LPL Financial LLC | $118.2M | 2.4M | Added |
| 2 | UBS Group AG | $27.1M | 542,444 | Added |
| 3 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $17.7M | 353,357 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.8M | 335,531 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $16.6M | 331,948 | Trimmed |
| 6 | MORGAN STANLEY | $14.6M | 292,072 | Added |
| 7 | Moors & Cabot, Inc. | $12.7M | 253,403 | Added |
| 8 | Stratos Wealth Partners, LTD. | $11.7M | 234,360 | Added |
| 9 | IHT Wealth Management, LLC | $11.2M | 223,477 | Trimmed |
| 10 | MML INVESTORS SERVICES, LLC | $10.0M | 199,976 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $7.8M | 155,775 | Added |
| 12 | Alpine Bank Wealth Management | $7.7M | 153,667 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 149,385 | Trimmed |
| 14 | Cetera Investment Advisers | $7.3M | 145,253 | Trimmed |
| 15 | Integrated Wealth Concepts LLC | $6.1M | 122,000 | Trimmed |
| 16 | Transcendent Capital Group LLC | $5.6M | 112,845 | New |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 112,803 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 99,525 | Added |
| 19 | Equitable Holdings, Inc. | $3.6M | 72,189 | Added |
| 20 | Gateway Wealth Partners, LLC | $3.5M | 70,914 | Added |
| 21 | Spinnaker Investment Group, LLC | $3.4M | 68,390 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $3.3M | 65,555 | Trimmed |
| 23 | Fonville Wealth Management LLC | $3.2M | 64,938 | Trimmed |
| 24 | BENJAMIN EDWARDS INC | $3.2M | 63,710 | Added |
| 25 | RETIREMENT CAPITAL STRATEGIES | $3.1M | 61,809 | Trimmed |