| 1 | ENVESTNET ASSET MANAGEMENT INC | $264.8M | 2.9M | Added |
| 2 | AE Wealth Management LLC | $170.0M | 1.8M | Trimmed |
| 3 | TECTONIC ADVISORS LLC | $154.0M | 1.7M | Added |
| 4 | Heirloom Wealth Management | $106.6M | 1.2M | Added |
| 5 | Buck Wealth Strategies, LLC | $60.1M | 651,556 | Added |
| 6 | Concurrent Investment Advisors, LLC | $55.5M | 602,397 | Added |
| 7 | FSM Wealth Advisors, LLC | $53.8M | 583,033 | Added |
| 8 | Advocacy Wealth Management, LLC | $52.5M | 569,047 | Added |
| 9 | Bouchey Financial Group Ltd | $50.3M | 545,883 | New |
| 10 | RFG Advisory, LLC | $42.0M | 455,902 | Added |
| 11 | Hudson Capital Management LLC | $40.8M | 442,761 | Added |
| 12 | Cooper Financial Group | $39.9M | 433,100 | Added |
| 13 | ECLECTIC ASSOCIATES INC /ADV | $37.8M | 410,428 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $34.6M | 375,064 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $31.8M | 345,148 | Added |
| 16 | O'Connor Financial Group LLC | $30.6M | 331,895 | Added |
| 17 | Legacy Private Trust Co. | $30.5M | 330,525 | Added |
| 18 | TRUIST FINANCIAL CORP | $29.5M | 319,915 | Added |
| 19 | Goldstein Advisors, LLC | $29.2M | 316,893 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.1M | 318,668 | Added |
| 21 | Private Advisor Group, LLC | $28.6M | 310,214 | Added |
| 22 | Cornerstone Wealth Management, LLC | $28.5M | 309,271 | Added |
| 23 | VALLEY NATIONAL ADVISERS INC | $25.4M | 275,604 | Added |
| 24 | Southland Equity Partners LLC | $24.9M | 270,271 | Trimmed |
| 25 | NOVEM GROUP | $22.6M | 245,552 | Added |