| 1 | AE Wealth Management LLC | $271.5M | 6.5M | Added |
| 2 | MORGAN STANLEY | $95.4M | 2.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $78.1M | 1.9M | Added |
| 4 | Verus Financial Partners, Inc. | $63.8M | 1.5M | Added |
| 5 | Janney Montgomery Scott LLC | $56.6M | 1.4M | Added |
| 6 | Simplicity Wealth,LLC | $50.4M | 1.2M | Added |
| 7 | LPL Financial LLC | $41.4M | 996,640 | Added |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $40.4M | 972,985 | Added |
| 9 | REGATTA CAPITAL GROUP, LLC | $33.2M | 799,615 | Added |
| 10 | AMERICAN CENTURY COMPANIES INC | $32.5M | 781,349 | Added |
| 11 | Echo Wealth Management, LLC | $32.2M | 775,059 | Added |
| 12 | BCR Wealth Strategies, LLC | $32.1M | 773,308 | Added |
| 13 | Hill Investment Group Partners, LLC | $30.8M | 741,653 | Trimmed |
| 14 | Pacific Life Fund Advisors LLC | $29.3M | 705,542 | Trimmed |
| 15 | PARK AVENUE SECURITIES LLC | $26.3M | 634,134 | Added |
| 16 | Allegiance Financial Group Advisory Services LLC | $24.7M | 593,902 | Added |
| 17 | Highland Financial Advisors, LLC | $23.5M | 564,832 | Added |
| 18 | Centennial Wealth Advisory LLC | $23.0M | 552,565 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $21.2M | 509,320 | Added |
| 20 | Royal Bank of Canada | $21.1M | 508,741 | Added |
| 21 | LexAurum Advisors, LLC | $20.7M | 497,767 | Added |
| 22 | Creative Planning | $20.4M | 490,317 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $16.9M | 405,967 | Trimmed |
| 24 | Allodium Investment Consultants, LLC | $14.7M | 353,037 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $13.8M | 332,974 | New |