| 1 | ENVESTNET ASSET MANAGEMENT INC | $891.8M | 9.8M | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843.1M | 9.2M | Added |
| 3 | Falcon Wealth Planning | $189.5M | 2.1M | Added |
| 4 | Petersen Hastings Wealth Advisors Inc. | $177.5M | 1.9M | Trimmed |
| 5 | Apollon Wealth Management, LLC | $145.3M | 1.6M | Added |
| 6 | Moisand Fitzgerald Tamayo, LLC | $123.7M | 1.4M | Trimmed |
| 7 | Beaird Harris Wealth Management, LLC | $121.1M | 1.3M | Trimmed |
| 8 | HUB Investment Partners, LLC | $110.0M | 1.2M | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $95.3M | 1.0M | Added |
| 10 | Wealth Management Nebraska | $94.9M | 1.0M | Added |
| 11 | NIXON PEABODY TRUST CO | $93.5M | 1.0M | Trimmed |
| 12 | B&D White Capital Company, LLC | $82.4M | 903,710 | Added |
| 13 | FAS Wealth Partners, Inc. | $67.1M | 736,028 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $64.4M | 706,032 | Trimmed |
| 15 | Allegiance Financial Group Advisory Services LLC | $61.7M | 676,877 | Added |
| 16 | BENJAMIN EDWARDS INC | $59.4M | 651,701 | Added |
| 17 | VOISARD ASSET MANAGEMENT GROUP, INC. | $58.0M | 636,183 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $53.0M | 580,568 | Added |
| 19 | Kestra Advisory Services, LLC | $51.9M | 568,940 | Added |
| 20 | Waterloo Capital, L.P. | $45.9M | 502,911 | New |
| 21 | Opus Capital Group, LLC | $45.8M | 502,053 | Added |
| 22 | Legacy Financial Strategies, LLC | $44.4M | 487,176 | Added |
| 23 | Armstrong, Fleming & Moore, Inc | $40.9M | 448,575 | New |
| 24 | Aprio Wealth Management, LLC | $38.4M | 421,374 | Trimmed |
| 25 | ShoreHaven Wealth Partners, LLC | $34.0M | 372,316 | Added |