| 1 | LPL Financial LLC | $162.8M | 3.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $58.7M | 1.4M | Added |
| 3 | STIFEL FINANCIAL CORP | $29.4M | 677,127 | Added |
| 4 | Arax Advisory Partners | $26.3M | 606,040 | Added |
| 5 | ASSETMARK, INC | $18.8M | 432,914 | Added |
| 6 | Stenger Family Office, LLC | $17.7M | 408,634 | Trimmed |
| 7 | Cetera Investment Advisers | $17.3M | 399,483 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $17.1M | 393,444 | Added |
| 9 | TRUIST FINANCIAL CORP | $13.7M | 315,935 | Added |
| 10 | Integrated Wealth Concepts LLC | $12.4M | 286,484 | Added |
| 11 | OSAIC HOLDINGS, INC. | $11.4M | 263,481 | Added |
| 12 | Prospera Financial Services Inc | $10.0M | 229,423 | Trimmed |
| 13 | Global Retirement Partners, LLC | $9.1M | 209,335 | Added |
| 14 | Kingsview Wealth Management, LLC | $8.3M | 191,726 | Added |
| 15 | BENJAMIN EDWARDS INC | $7.6M | 175,210 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 144,812 | Trimmed |
| 17 | IFP Advisors, Inc | $5.3M | 121,179 | Added |
| 18 | Maridea Wealth Management LLC | $5.1M | 117,671 | Added |
| 19 | MGO ONE SEVEN LLC | $5.0M | 114,188 | Added |
| 20 | Janney Montgomery Scott LLC | $4.9M | 113,542 | Added |
| 21 | Gateway Wealth Partners, LLC | $4.9M | 111,705 | Trimmed |
| 22 | NI ACQUISITIONS COMPANY, LLC | $4.8M | 102,956 | New |
| 23 | Bank of New York Mellon Corp | $4.7M | 107,373 | Trimmed |
| 24 | Snowden Capital Advisors LLC | $4.6M | 105,669 | Added |
| 25 | Farther Finance Advisors, LLC | $4.3M | 98,964 | New |