| 1 | LPL Financial LLC | $335.3M | 11.3M | Added |
| 2 | GW HENSSLER & ASSOCIATES LTD | $119.9M | 4.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $90.2M | 3.0M | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $68.6M | 2.3M | Added |
| 5 | Cetera Investment Advisers | $68.4M | 2.3M | Added |
| 6 | Centennial Wealth Advisory LLC | $53.4M | 1.8M | Trimmed |
| 7 | Legacy Financial Group LLC | $51.7M | 1.7M | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $41.3M | 1.4M | Added |
| 9 | Prime Capital Investment Advisors, LLC | $37.2M | 1.3M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $36.1M | 1.2M | Added |
| 11 | Capital Asset Advisory Services LLC | $30.0M | 1.0M | Added |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | $27.7M | 931,763 | New |
| 13 | HARBOUR INVESTMENTS, INC. | $27.1M | 911,428 | Added |
| 14 | Brookstone Capital Management | $26.3M | 886,574 | Added |
| 15 | Kestra Advisory Services, LLC | $26.1M | 877,996 | Added |
| 16 | TRUIST FINANCIAL CORP | $25.3M | 852,662 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $23.8M | 801,494 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 764,521 | Added |
| 19 | Integrated Wealth Concepts LLC | $21.8M | 733,743 | Added |
| 20 | FISCHER INVESTMENT STRATEGIES, LLC | $21.0M | 708,015 | Trimmed |
| 21 | RFG Advisory, LLC | $17.1M | 574,494 | Added |
| 22 | Royal Bank of Canada | $16.4M | 552,359 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $15.9M | 536,054 | Trimmed |
| 24 | Waverly Advisors, LLC | $14.8M | 499,610 | Added |
| 25 | NewEdge Advisors, LLC | $12.3M | 412,978 | Added |