| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.10B | 22.2M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $772.9M | 15.7M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $673.6M | 13.7M | Added |
| 4 | Confluence Wealth Services, Inc. | $343.0M | 7.0M | Added |
| 5 | Kestra Advisory Services, LLC | $342.7M | 7.0M | Added |
| 6 | Private Advisor Group, LLC | $288.7M | 5.9M | Added |
| 7 | D.A. DAVIDSON & CO. | $183.9M | 3.7M | Added |
| 8 | Bogart Wealth, LLC | $119.7M | 2.4M | Added |
| 9 | Johnson Bixby & Associates, LLC | $105.5M | 2.1M | Added |
| 10 | TRUIST FINANCIAL CORP | $95.7M | 1.9M | Added |
| 11 | Merit Financial Group, LLC | $87.0M | 1.8M | Trimmed |
| 12 | IAM Advisory, LLC | $72.1M | 1.5M | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $68.5M | 1.4M | Added |
| 14 | ASSETMARK, INC | $67.0M | 1.4M | Added |
| 15 | BENJAMIN EDWARDS INC | $66.3M | 1.3M | Added |
| 16 | Wealthcare Advisory Partners LLC | $62.1M | 1.3M | Trimmed |
| 17 | Prospera Financial Services Inc | $61.0M | 1.2M | Added |
| 18 | Cullen/Frost Bankers, Inc. | $60.2M | 1.2M | Added |
| 19 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $54.3M | 1.1M | Added |
| 20 | Erickson Financial Group, LLC | $52.1M | 1.1M | Trimmed |
| 21 | Procyon Advisors, LLC | $51.2M | 1.0M | Added |
| 22 | Summit Investment Advisory Services, LLC | $50.3M | 1.0M | Added |
| 23 | Concurrent Investment Advisors, LLC | $47.9M | 971,237 | Added |
| 24 | PARK NATIONAL CORP /OH/ | $45.7M | 926,853 | Trimmed |
| 25 | AA Financial Advisors, LLC | $45.6M | 924,313 | Added |