| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.56B | 16.1M | Added |
| 2 | Annex Advisory Services, LLC | $149.5M | 1.5M | Added |
| 3 | HB Wealth Management, LLC | $106.9M | 1.1M | Added |
| 4 | Oak Root LLC | $103.8M | 1.1M | Hold |
| 5 | Avantax Planning Partners, Inc. | $102.8M | 1.1M | Trimmed |
| 6 | Gradient Investments LLC | $99.5M | 1.0M | Trimmed |
| 7 | Apella Capital, LLC | $92.3M | 997,148 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $90.5M | 937,777 | Trimmed |
| 9 | Private Advisor Group, LLC | $77.9M | 807,051 | Added |
| 10 | Farther Finance Advisors, LLC | $77.1M | 799,019 | Added |
| 11 | GREENUP STREET WEALTH MANAGEMENT LLC | $77.0M | 797,996 | Added |
| 12 | TRUIST FINANCIAL CORP | $76.8M | 796,366 | Added |
| 13 | Summit Financial Strategies, Inc. | $75.7M | 785,029 | Trimmed |
| 14 | MISSION WEALTH MANAGEMENT, LP | $69.8M | 723,814 | Added |
| 15 | Apollon Wealth Management, LLC | $68.4M | 709,099 | Added |
| 16 | ATWOOD & PALMER INC | $65.1M | 674,517 | Added |
| 17 | Falcon Wealth Planning | $61.1M | 632,978 | Added |
| 18 | Rockwood Wealth Management, LLC | $60.6M | 627,972 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $59.2M | 613,449 | Added |
| 20 | Fragasso Financial Advisors Inc | $58.9M | 610,432 | Trimmed |
| 21 | WADDELL & ASSOCIATES, LLC | $54.8M | 567,849 | Trimmed |
| 22 | Beaird Harris Wealth Management, LLC | $53.5M | 554,738 | Trimmed |
| 23 | Robertson Stephens Wealth Management, LLC | $49.8M | 515,769 | Added |
| 24 | Tarbox Family Office, Inc. | $48.9M | 506,746 | Trimmed |
| 25 | Diversified Portfolios, Inc. | $47.1M | 488,339 | Trimmed |