| 1 | Orgel Wealth Management, LLC | $182.9M | 8.1M | New |
| 2 | LPL Financial LLC | $59.1M | 2.6M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1.3M | Added |
| 4 | OSAIC HOLDINGS, INC. | $18.8M | 838,089 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.1M | 762,198 | Added |
| 6 | JPMORGAN CHASE & CO | $9.3M | 415,599 | Added |
| 7 | HighTower Advisors, LLC | $8.3M | 371,409 | Added |
| 8 | Quotient Wealth Partners, LLC | $7.3M | 323,488 | Added |
| 9 | Dynasty Wealth Management, LLC | $7.1M | 317,510 | Added |
| 10 | Trust Co | $6.4M | 286,957 | Trimmed |
| 11 | Prentice Wealth Management LLC | $5.5M | 247,048 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $4.9M | 217,172 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $4.4M | 195,227 | Trimmed |
| 14 | FORTE ASSET MANAGEMENT LLC | $4.0M | 178,446 | Added |
| 15 | Evergreen Wealth Partners LLC | $3.7M | 162,722 | Added |
| 16 | Rialto Wealth Management, LLC | $3.6M | 161,516 | Added |
| 17 | IHT Wealth Management, LLC | $3.5M | 157,020 | Trimmed |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154,176 | Trimmed |
| 19 | Ashton Thomas Private Wealth, LLC | $3.1M | 138,370 | Trimmed |
| 20 | Capital Analysts, LLC | $3.1M | 137,977 | Trimmed |
| 21 | Vertex Planning Partners, LLC | $3.1M | 135,923 | Added |
| 22 | Cetera Investment Advisers | $2.4M | 107,759 | Added |
| 23 | FourThought Financial Partners, LLC | $2.4M | 106,231 | Added |
| 24 | TRUIST FINANCIAL CORP | $2.4M | 105,171 | Added |
| 25 | Janney Montgomery Scott LLC | $2.4M | 105,010 | Added |