| 1 | LPL Financial LLC | $44.6M | 1.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $40.8M | 1.1M | Added |
| 3 | Pinnacle Financial Partners, Inc. | $38.6M | 1.0M | Added |
| 4 | Intellus Advisors LLC | $29.3M | 784,675 | Added |
| 5 | First Financial Bankshares Inc | $27.6M | 738,196 | New |
| 6 | NICOLET BANKSHARES INC | $16.0M | 435,082 | Added |
| 7 | TRUIST FINANCIAL CORP | $15.9M | 425,661 | Added |
| 8 | Summit Investment Advisory Services, LLC | $15.5M | 416,300 | New |
| 9 | &PARTNERS | $14.9M | 398,078 | Added |
| 10 | Frederick Financial Consultants, LLC | $14.5M | 388,579 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $10.9M | 291,960 | Added |
| 12 | ELEVATION POINT WEALTH PARTNERS, LLC | $10.1M | 269,820 | Added |
| 13 | Lifestyle Asset Management, Inc. | $9.2M | 245,392 | Added |
| 14 | Financial Concepts Unlimited, Inc. | $7.5M | 201,958 | Added |
| 15 | Private Advisor Group, LLC | $5.5M | 147,993 | New |
| 16 | Argent Trust Co | $4.0M | 107,024 | Added |
| 17 | Heritage Trust Co | $2.4M | 63,503 | Added |
| 18 | Rockefeller Capital Management L.P. | $2.0M | 54,791 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 46,285 | Added |
| 20 | DAVENPORT & Co LLC | $1.5M | 39,744 | Added |
| 21 | Intrua Financial, LLC | $1.4M | 36,660 | Added |
| 22 | Gladstone Institutional Advisory LLC | $1.3M | 35,761 | Added |
| 23 | Towerpoint Wealth, LLC | $1.2M | 32,457 | Added |
| 24 | Arkadios Wealth Advisors | $1.2M | 31,923 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 31,325 | Trimmed |