| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.86B | 24.2M | Added |
| 2 | True Link Financial Advisors, LLC | $437.7M | 5.7M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $169.5M | 2.2M | Added |
| 4 | Zhang Financial LLC | $146.9M | 1.9M | Added |
| 5 | Retirement Investment Advisors, Inc. | $138.2M | 1.8M | Added |
| 6 | MATHER GROUP, LLC. | $125.0M | 1.6M | Trimmed |
| 7 | ASSETMARK, INC | $103.3M | 1.3M | Added |
| 8 | TRUIST FINANCIAL CORP | $96.9M | 1.3M | Added |
| 9 | BCM ADVISORS, LLC | $95.7M | 1.3M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $92.6M | 1.2M | Trimmed |
| 11 | Family Investment Center, Inc. | $79.7M | 1.0M | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $77.1M | 1.0M | Added |
| 13 | Discipline Wealth Solutions, LLC | $62.8M | 818,448 | Added |
| 14 | Sage Financial Management Group, Inc. | $54.6M | 711,661 | Added |
| 15 | Verus Financial Partners, Inc. | $54.2M | 706,952 | Added |
| 16 | STEPHENS INC /AR/ | $52.5M | 683,912 | Added |
| 17 | Scott Capital Advisors, LLC | $51.9M | 677,229 | Added |
| 18 | Cornerstone Planning Group LLC | $46.1M | 609,041 | Added |
| 19 | MFA WEALTH ADVISORS, LLC | $46.1M | 600,446 | Trimmed |
| 20 | DAYMARK WEALTH PARTNERS, LLC | $44.2M | 575,881 | New |
| 21 | Badgley Phelps Wealth Managers, LLC | $40.2M | 523,833 | Added |
| 22 | BetterWealth, LLC | $40.0M | 521,246 | Added |
| 23 | PINKERTON WEALTH, LLC | $39.8M | 515,159 | Added |
| 24 | Farmers & Merchants Trust Co of Chambersburg PA | $38.5M | 501,701 | Added |
| 25 | LVW Advisors, LLC | $37.9M | 494,779 | Added |