| 1 | LPL Financial LLC | $115.5M | 3.1M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $22.5M | 601,687 | Added |
| 3 | ASSETMARK, INC | $17.0M | 455,472 | Added |
| 4 | ALLIANCEBERNSTEIN L.P. | $12.6M | 339,848 | Added |
| 5 | Bank of New York Mellon Corp | $11.6M | 310,267 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 269,296 | Added |
| 7 | Anderson Financial Strategies, LLC | $9.8M | 262,229 | Added |
| 8 | SageGuard Financial Group, LLC | $6.6M | 176,737 | Added |
| 9 | JANE STREET GROUP, LLC | $6.1M | 164,472 | New |
| 10 | IHT Wealth Management, LLC | $5.6M | 150,112 | Trimmed |
| 11 | Stratos Wealth Partners, LTD. | $5.2M | 140,078 | Added |
| 12 | Advisory Resource Group | $5.1M | 136,439 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 131,049 | Added |
| 14 | UBS Group AG | $4.7M | 126,579 | Added |
| 15 | OSAIC HOLDINGS, INC. | $3.9M | 104,475 | Added |
| 16 | Western Wealth Management, LLC | $2.7M | 71,558 | Added |
| 17 | Fjell Capital, LLC | $1.8M | 49,134 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $1.3M | 36,129 | Added |
| 19 | Kingsview Wealth Management, LLC | $1.2M | 33,334 | Added |
| 20 | Kestra Advisory Services, LLC | $1.2M | 31,490 | Added |
| 21 | Private Advisor Group, LLC | $1.2M | 30,915 | Added |
| 22 | VICTORY FINANCIAL GROUP, LLC | $1.1M | 29,482 | Added |
| 23 | Platform Technology Partners | $937,122 | 25,097 | Added |
| 24 | BETO FINANCIAL GROUP, LLC | $855,362 | 22,998 | Added |
| 25 | RHODES INVESTMENT ADVISORS INC /ADV | $646,916 | 17,325 | Trimmed |