| 1 | RWA WEALTH PARTNERS, LLC | $228.5M | 5.5M | Added |
| 2 | LPL Financial LLC | $82.2M | 2.0M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $40.6M | 984,120 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $35.7M | 863,886 | Added |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $17.7M | 429,140 | Added |
| 6 | TRUIST FINANCIAL CORP | $13.0M | 314,257 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 248,912 | Added |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $9.7M | 236,030 | New |
| 9 | Sanchez Wealth Management Group | $9.3M | 225,303 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 216,912 | Added |
| 11 | Embree Financial Group | $7.5M | 181,678 | Added |
| 12 | NewEdge Advisors, LLC | $7.0M | 170,409 | Added |
| 13 | WPG Advisers, LLC | $6.3M | 153,165 | New |
| 14 | STIFEL FINANCIAL CORP | $5.7M | 137,329 | Added |
| 15 | Sanctuary Advisors, LLC | $5.3M | 128,209 | Trimmed |
| 16 | Colonial River Investments, LLC | $5.2M | 125,590 | Added |
| 17 | Castle Rock Wealth Management, LLC | $4.8M | 118,358 | Added |
| 18 | Gladstone Institutional Advisory LLC | $4.7M | 113,744 | Added |
| 19 | HighTower Advisors, LLC | $4.7M | 113,015 | Added |
| 20 | &PARTNERS | $4.5M | 109,643 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 100,000 | New |
| 22 | CORA CAPITAL ADVISORS LLC | $3.9M | 93,724 | Added |
| 23 | Wealth Management Partners, LLC | $3.8M | 92,852 | Added |
| 24 | Janney Montgomery Scott LLC | $3.0M | 71,740 | Added |
| 25 | Onyx Bridge Wealth Group LLC | $2.7M | 65,537 | Added |