| 1 | AE Wealth Management LLC | $270.3M | 6.5M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $85.6M | 2.1M | Added |
| 3 | Verus Financial Partners, Inc. | $64.4M | 1.6M | Added |
| 4 | BCR Wealth Strategies, LLC | $35.4M | 853,777 | Added |
| 5 | Echo Wealth Management, LLC | $34.3M | 828,460 | Added |
| 6 | Pacific Life Fund Advisors LLC | $31.2M | 754,164 | Added |
| 7 | PARK AVENUE SECURITIES LLC | $29.3M | 708,154 | Added |
| 8 | Allegiance Financial Group Advisory Services LLC | $28.3M | 683,919 | Added |
| 9 | Highland Financial Advisors, LLC | $24.6M | 594,740 | Added |
| 10 | Centennial Wealth Advisory LLC | $22.9M | 553,222 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $21.8M | 526,067 | New |
| 12 | LexAurum Advisors, LLC | $21.3M | 514,015 | Added |
| 13 | Garrett Wealth Advisory Group, LLC | $20.6M | 497,752 | New |
| 14 | TRUIST FINANCIAL CORP | $17.3M | 417,865 | Added |
| 15 | CONTINUUM WEALTH ADVISORS, LLC | $17.1M | 413,351 | New |
| 16 | Allodium Investment Consultants, LLC | $15.9M | 383,166 | Added |
| 17 | Align Financial, LLC | $15.0M | 363,191 | Added |
| 18 | Networth Advisors, LLC | $12.6M | 303,799 | Added |
| 19 | Ferguson Johnson Wealth Management Inc | $11.9M | 288,554 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 235,829 | Added |
| 21 | Wealth Alliance Advisory Group, LLC | $9.2M | 222,640 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $9.0M | 217,498 | Added |
| 23 | Pacific Asset Management, LLC | $8.1M | 195,503 | Added |
| 24 | Herold Advisors, Inc. | $7.8M | 188,219 | Added |
| 25 | CoreCap Advisors, LLC | $6.8M | 164,608 | Added |