| 1 | New England Capital Financial Advisors LLC | $96.4M | 2.7M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.4M | 2.6M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $74.1M | 2.1M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $55.7M | 1.6M | Added |
| 5 | Hartford Funds Management Co LLC | $54.8M | 1.6M | Added |
| 6 | BENJAMIN EDWARDS INC | $34.1M | 968,502 | Trimmed |
| 7 | Retirement Management Systems Inc. | $29.3M | 832,783 | Added |
| 8 | Modern Wealth Management, LLC | $27.2M | 773,637 | Added |
| 9 | OSAIC HOLDINGS, INC. | $25.3M | 720,743 | Added |
| 10 | Bleakley Financial Group, LLC | $22.6M | 643,146 | Added |
| 11 | NFP Retirement, Inc. | $21.1M | 600,921 | Trimmed |
| 12 | Centric Wealth Management | $14.4M | 411,612 | Hold |
| 13 | Royal Bank of Canada | $13.7M | 389,715 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 372,711 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $11.1M | 313,490 | Added |
| 16 | STIFEL FINANCIAL CORP | $10.8M | 308,104 | Added |
| 17 | Live Oak Investment Partners | $9.4M | 266,848 | Added |
| 18 | Focus Partners Wealth | $9.0M | 255,309 | New |
| 19 | Mutual Advisors, LLC | $8.6M | 244,505 | Added |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $8.2M | 233,559 | New |
| 21 | CITIZENS FINANCIAL GROUP INC/RI | $8.0M | 225,038 | Added |
| 22 | LPL Financial LLC | $7.4M | 210,893 | New |
| 23 | MGO ONE SEVEN LLC | $7.1M | 202,154 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $6.8M | 194,597 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 178,985 | Added |