| 1 | ENVESTNET ASSET MANAGEMENT INC | $58.7M | 1.4M | Added |
| 2 | ASSETMARK, INC | $18.8M | 432,914 | Added |
| 3 | Stenger Family Office, LLC | $17.7M | 408,634 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $17.1M | 393,444 | Added |
| 5 | TRUIST FINANCIAL CORP | $13.7M | 315,935 | Added |
| 6 | Prospera Financial Services Inc | $10.0M | 229,423 | Trimmed |
| 7 | BENJAMIN EDWARDS INC | $7.6M | 175,210 | Trimmed |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 144,812 | Trimmed |
| 9 | IFP Advisors, Inc | $5.3M | 121,179 | Added |
| 10 | MGO ONE SEVEN LLC | $5.0M | 114,188 | Added |
| 11 | Gateway Wealth Partners, LLC | $4.9M | 111,705 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $4.3M | 98,964 | New |
| 13 | Concurrent Investment Advisors, LLC | $4.0M | 91,423 | Added |
| 14 | IAMS WEALTH MANAGEMENT, LLC | $4.0M | 91,041 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $3.8M | 88,452 | Added |
| 16 | D.A. DAVIDSON & CO. | $3.8M | 88,199 | Added |
| 17 | Boyce & Associates Wealth Consulting, Inc. | $3.7M | 85,564 | Added |
| 18 | Atria Investments, Inc | $3.6M | 82,181 | Trimmed |
| 19 | AE Wealth Management LLC | $3.2M | 74,653 | Trimmed |
| 20 | PARK AVENUE SECURITIES LLC | $2.6M | 60,217 | Added |
| 21 | Koshinski Asset Management, Inc. | $2.5M | 58,183 | Added |
| 22 | RFG Advisory, LLC | $2.2M | 50,550 | Trimmed |
| 23 | Ignite Planners, LLC | $2.0M | 46,616 | Added |
| 24 | J.W. COLE ADVISORS, INC. | $1.5M | 35,142 | New |
| 25 | HBW ADVISORY SERVICES LLC | $1.4M | 33,109 | Added |