| 1 | ENVESTNET ASSET MANAGEMENT INC | $526.9M | 15.0M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $83.3M | 2.4M | Added |
| 3 | ASSETMARK, INC | $54.1M | 1.5M | Added |
| 4 | BENJAMIN EDWARDS INC | $52.5M | 1.5M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $49.8M | 1.4M | Added |
| 6 | James Reed Financial Services, Inc. | $20.8M | 591,511 | Added |
| 7 | TRUIST FINANCIAL CORP | $16.7M | 474,899 | Added |
| 8 | TD Waterhouse Canada Inc. | $14.6M | 417,606 | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $12.0M | 341,123 | Added |
| 10 | Strategic Blueprint, LLC | $11.6M | 330,571 | Added |
| 11 | Cullen/Frost Bankers, Inc. | $11.4M | 323,679 | Trimmed |
| 12 | STEPHENS INC /AR/ | $11.0M | 312,106 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $10.1M | 287,045 | Added |
| 14 | Venture Visionary Partners LLC | $9.5M | 269,605 | Added |
| 15 | Intrua Financial, LLC | $9.3M | 264,007 | Added |
| 16 | Private Advisor Group, LLC | $8.4M | 238,292 | Added |
| 17 | Gateway Wealth Partners, LLC | $8.2M | 232,465 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $6.7M | 189,081 | Trimmed |
| 19 | PARK AVENUE SECURITIES LLC | $6.5M | 184,496 | Added |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | $6.2M | 176,904 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $5.2M | 146,842 | Added |
| 22 | Merit Financial Group, LLC | $5.0M | 142,650 | Trimmed |
| 23 | Aprio Wealth Management, LLC | $4.5M | 128,645 | Trimmed |
| 24 | AMG Asset Management Group, Inc. | $4.5M | 128,128 | Added |
| 25 | LongView Wealth Management | $4.4M | 123,843 | Trimmed |