| 1 | ENVESTNET ASSET MANAGEMENT INC | $461.6M | 12.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $124.0M | 3.3M | Added |
| 3 | Confluence Wealth Services, Inc. | $122.0M | 3.3M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $96.4M | 2.6M | Added |
| 5 | BENJAMIN EDWARDS INC | $44.8M | 1.2M | Added |
| 6 | J. Derek Lewis & Associates Inc. | $28.5M | 760,192 | Added |
| 7 | ASSETMARK, INC | $25.4M | 677,053 | Added |
| 8 | Private Advisor Group, LLC | $25.1M | 668,071 | Trimmed |
| 9 | Onyx Bridge Wealth Group LLC | $16.4M | 437,428 | Added |
| 10 | Kestra Advisory Services, LLC | $16.0M | 427,680 | Added |
| 11 | TRUIST FINANCIAL CORP | $15.1M | 402,980 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.8M | 364,737 | Added |
| 13 | RM Financial Services, LLC | $12.0M | 319,974 | Added |
| 14 | Boyer Financial Services, Inc. | $12.0M | 316,839 | Added |
| 15 | Cullen/Frost Bankers, Inc. | $9.9M | 262,721 | Added |
| 16 | Concurrent Investment Advisors, LLC | $8.6M | 229,567 | Added |
| 17 | Apollon Wealth Management, LLC | $8.5M | 227,691 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $8.2M | 218,709 | Added |
| 19 | Merit Financial Group, LLC | $7.3M | 193,720 | Trimmed |
| 20 | Founders Financial Alliance, LLC | $7.1M | 190,204 | Added |
| 21 | Gateway Wealth Partners, LLC | $6.8M | 182,567 | Trimmed |
| 22 | NavPoint Financial, Inc. | $6.8M | 182,533 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $5.5M | 146,704 | Added |
| 24 | FOUNDERS FINANCIAL SECURITIES LLC | $5.4M | 144,349 | Trimmed |
| 25 | BlueChip Wealth Advisors LLC | $5.4M | 143,983 | Added |