| 1 | ENVESTNET ASSET MANAGEMENT INC | $734.5M | 14.0M | Trimmed |
| 2 | Sequoia Financial Advisors, LLC | $321.0M | 6.1M | Added |
| 3 | Quotient Wealth Partners, LLC | $300.8M | 5.7M | Added |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $165.4M | 3.2M | Added |
| 5 | Merit Financial Group, LLC | $138.8M | 2.7M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $115.6M | 2.2M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $80.7M | 1.5M | Trimmed |
| 8 | Falcon Wealth Planning | $66.6M | 1.3M | Added |
| 9 | HUB Investment Partners, LLC | $52.1M | 996,162 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $48.0M | 917,830 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $44.0M | 841,083 | Added |
| 12 | MGO ONE SEVEN LLC | $40.9M | 780,662 | Trimmed |
| 13 | Johnson Bixby & Associates, LLC | $35.5M | 679,070 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $35.3M | 675,214 | Trimmed |
| 15 | EVERGREEN CAPITAL MANAGEMENT LLC | $34.8M | 664,837 | Added |
| 16 | TRUIST FINANCIAL CORP | $33.4M | 637,298 | Trimmed |
| 17 | CGN Advisors LLC | $33.0M | 630,734 | Added |
| 18 | 55 North Private Wealth, LLC | $30.9M | 589,784 | Added |
| 19 | Strong Tower Advisory Services | $30.5M | 582,449 | Added |
| 20 | Compound Planning, Inc. | $30.4M | 581,064 | Added |
| 21 | Kestra Advisory Services, LLC | $28.5M | 545,159 | Trimmed |
| 22 | Members Advisory Group LLC | $26.1M | 498,275 | Added |
| 23 | ASSETMARK, INC | $25.5M | 487,832 | Trimmed |
| 24 | Miracle Mile Advisors, LLC | $25.0M | 478,068 | Trimmed |
| 25 | Private Advisor Group, LLC | $24.8M | 474,246 | Trimmed |