| 1 | RMG Wealth Management LLC | $86.9M | 1.3M | New |
| 2 | HighTower Advisors, LLC | $33.8M | 301,756 | Trimmed |
| 3 | MORGAN STANLEY | $32.5M | 289,760 | Trimmed |
| 4 | LPL Financial LLC | $21.7M | 193,635 | Trimmed |
| 5 | Cetera Investment Advisers | $14.8M | 132,456 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $12.9M | 114,985 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $10.3M | 92,231 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $9.4M | 84,241 | Added |
| 9 | Royal Bank of Canada | $9.1M | 81,343 | Trimmed |
| 10 | JONES FINANCIAL COMPANIES LLLP | $5.0M | 44,317 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $4.9M | 43,836 | Added |
| 12 | TRUIST FINANCIAL CORP | $4.6M | 41,272 | Added |
| 13 | MAI Capital Management | $3.2M | 28,940 | Added |
| 14 | HighPoint Advisor Group LLC | $3.2M | 28,741 | Trimmed |
| 15 | Great Diamond Partners, LLC | $2.9M | 25,482 | Added |
| 16 | Fifth Third Securities, Inc. | $2.8M | 25,192 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $2.7M | 24,395 | Trimmed |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 20,675 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19,773 | Added |
| 20 | Capital Asset Advisory Services LLC | $2.2M | 19,675 | Trimmed |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $2.2M | 19,675 | New |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.2M | 19,441 | Added |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $2.2M | 19,392 | New |
| 24 | Outlook Wealth Advisors, LLC | $2.2M | 19,316 | New |
| 25 | Braeburn Wealth Management LLC | $1.8M | 16,415 | New |