| 1 | RAYMOND JAMES FINANCIAL INC | $95.9M | 2.3M | Added |
| 2 | CPC Advisors, LLC | $52.8M | 1.3M | Added |
| 3 | Janney Montgomery Scott LLC | $45.5M | 1.1M | Added |
| 4 | LPL Financial LLC | $41.9M | 997,619 | Added |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $26.9M | 639,968 | Added |
| 6 | OSAIC HOLDINGS, INC. | $25.8M | 614,472 | Added |
| 7 | Principle Wealth Partners LLC | $19.8M | 472,356 | Added |
| 8 | STIFEL FINANCIAL CORP | $19.2M | 456,668 | Added |
| 9 | MORGAN STANLEY | $18.1M | 431,833 | Added |
| 10 | Sequoia Financial Advisors, LLC | $17.7M | 422,510 | Trimmed |
| 11 | UBS Group AG | $14.5M | 346,337 | Added |
| 12 | Royal Bank of Canada | $9.9M | 235,435 | Added |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $9.7M | 230,381 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 223,609 | Added |
| 15 | Elmwood Wealth Management, Inc. | $8.6M | 205,229 | Added |
| 16 | ARQ WEALTH ADVISORS, LLC | $7.1M | 164,798 | New |
| 17 | EverSource Wealth Advisors, LLC | $6.9M | 165,082 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $6.0M | 143,993 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 139,950 | Added |
| 20 | TRUIST FINANCIAL CORP | $5.7M | 135,849 | Added |
| 21 | Atlas Wealth LLC | $5.4M | 127,500 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 123,897 | Trimmed |
| 23 | IAM Advisory, LLC | $4.4M | 103,899 | Added |
| 24 | Proficio Capital Partners LLC | $4.3M | 101,520 | Added |
| 25 | Baird Financial Group, Inc. | $4.0M | 94,185 | Added |