| 1 | ENVESTNET ASSET MANAGEMENT INC | $3.03B | 57.6M | Trimmed |
| 2 | PARK AVENUE SECURITIES LLC | $280.4M | 5.3M | Trimmed |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $278.4M | 5.3M | Trimmed |
| 4 | Envestnet Portfolio Solutions, Inc. | $244.5M | 4.6M | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $151.9M | 2.9M | Added |
| 6 | Merit Financial Group, LLC | $118.6M | 2.2M | Trimmed |
| 7 | Abundance Wealth Counselors | $102.2M | 1.9M | Added |
| 8 | JB Capital LLC | $87.1M | 1.7M | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $74.2M | 1.4M | Added |
| 10 | Advocacy Wealth Management, LLC | $73.0M | 1.4M | Trimmed |
| 11 | Quotient Wealth Partners, LLC | $52.3M | 991,220 | Trimmed |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $49.5M | 939,162 | Trimmed |
| 13 | AE Wealth Management LLC | $43.4M | 823,838 | Trimmed |
| 14 | Ascent Group, LLC | $42.5M | 806,289 | Trimmed |
| 15 | Atria Investments, Inc | $38.4M | 727,504 | Trimmed |
| 16 | INTEGRITY ALLIANCE, LLC. | $37.3M | 708,263 | Trimmed |
| 17 | ASSETMARK, INC | $36.6M | 695,064 | Trimmed |
| 18 | Patton Albertson Miller Group, LLC | $36.0M | 682,952 | Added |
| 19 | TRUIST FINANCIAL CORP | $35.8M | 678,726 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $33.8M | 641,195 | Added |
| 21 | Bensler, LLC | $33.4M | 632,671 | New |
| 22 | Parcion Private Wealth LLC | $32.8M | 622,079 | Trimmed |
| 23 | Marks Group Wealth Management, Inc | $27.1M | 514,468 | Added |
| 24 | Private Advisor Group, LLC | $26.8M | 507,975 | Added |
| 25 | MGO ONE SEVEN LLC | $26.3M | 498,577 | Trimmed |