| 1 | LPL Financial LLC | $60.8M | 1.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $39.0M | 851,522 | Added |
| 3 | Cardinal Point Capital Management ULC | $27.0M | 589,978 | Added |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $26.4M | 576,657 | Added |
| 5 | NewEdge Advisors, LLC | $20.9M | 456,505 | Added |
| 6 | MORGAN STANLEY | $20.1M | 439,710 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $15.7M | 342,445 | Added |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.6M | 319,021 | Added |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.0M | 306,171 | New |
| 10 | Focus Partners Wealth | $13.1M | 286,220 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 276,685 | Added |
| 12 | OSAIC HOLDINGS, INC. | $12.2M | 265,862 | Added |
| 13 | GeoWealth Management, LLC | $9.6M | 210,199 | Added |
| 14 | Asio Capital, LLC | $9.1M | 198,403 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $7.9M | 173,561 | Added |
| 16 | TRUIST FINANCIAL CORP | $7.8M | 170,345 | Trimmed |
| 17 | HighTower Advisors, LLC | $7.2M | 156,671 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 148,702 | Added |
| 19 | CarsonAllaria Wealth Management, Ltd. | $6.6M | 145,036 | Trimmed |
| 20 | True North Advisors, LLC | $6.4M | 140,914 | New |
| 21 | Bridgewealth Advisory Group, LLC | $6.2M | 135,671 | Added |
| 22 | Tortoise Investment Management, LLC | $5.8M | 126,080 | Added |
| 23 | Sprinkle Financial Consultants LLC | $5.6M | 122,760 | Added |
| 24 | SITTNER & NELSON, LLC | $5.5M | 120,969 | Added |
| 25 | Cetera Investment Advisers | $5.2M | 114,031 | Added |