| 1 | ENVESTNET ASSET MANAGEMENT INC | $306.8M | 2.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $155.1M | 1.2M | Added |
| 3 | Cornerstone Wealth Management, LLC | $89.2M | 662,346 | Trimmed |
| 4 | Wealth Group Ltd | $84.7M | 628,517 | Added |
| 5 | ASSETMARK, INC | $84.6M | 627,996 | Added |
| 6 | KELLY FINANCIAL GROUP LLC | $70.8M | 525,852 | Added |
| 7 | MN Wealth Advisors, LLC | $39.2M | 290,843 | Added |
| 8 | Robertson Stephens Wealth Management, LLC | $33.9M | 251,982 | Trimmed |
| 9 | PARK AVENUE SECURITIES LLC | $31.5M | 233,818 | New |
| 10 | DRIVE WEALTH MANAGEMENT, LLC | $27.3M | 202,739 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $24.0M | 178,000 | Added |
| 12 | Gradient Investments LLC | $20.0M | 148,653 | Added |
| 13 | 5T Wealth, LLC | $17.9M | 132,571 | Added |
| 14 | Bravias Capital Group, LLC | $15.5M | 114,823 | Added |
| 15 | UNIQUE WEALTH, LLC | $14.2M | 105,559 | Added |
| 16 | Ascent Group, LLC | $13.1M | 97,518 | Added |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $10.5M | 77,742 | Trimmed |
| 18 | Private Advisor Group, LLC | $10.0M | 74,410 | Trimmed |
| 19 | Rosenberg Matthew Hamilton | $9.4M | 69,850 | Added |
| 20 | MassMutual Private Wealth & Trust, FSB | $9.2M | 68,195 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $9.2M | 67,977 | Added |
| 22 | Elevation Wealth Management LLC | $8.6M | 63,807 | Trimmed |
| 23 | Golden State Wealth Management, LLC | $7.9M | 58,425 | Trimmed |
| 24 | 3Chopt Investment Partners, LLC | $6.3M | 47,005 | Trimmed |
| 25 | IFP Advisors, Inc | $6.2M | 46,034 | Added |