| 1 | ENVESTNET ASSET MANAGEMENT INC | $343.8M | 13.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $104.7M | 4.1M | Added |
| 3 | ASSETMARK, INC | $34.5M | 1.3M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $21.9M | 847,522 | Trimmed |
| 5 | Aprio Wealth Management, LLC | $21.2M | 819,408 | Added |
| 6 | TRUIST FINANCIAL CORP | $19.8M | 766,284 | Added |
| 7 | Confluence Wealth Services, Inc. | $18.0M | 695,835 | Added |
| 8 | J. Derek Lewis & Associates Inc. | $15.0M | 580,244 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $13.1M | 505,492 | Added |
| 10 | PRINCIPAL SECURITIES, INC. | $12.8M | 496,159 | Added |
| 11 | BENJAMIN EDWARDS INC | $12.2M | 472,742 | Added |
| 12 | Envestnet Portfolio Solutions, Inc. | $9.2M | 356,104 | Added |
| 13 | Koshinski Asset Management, Inc. | $8.3M | 320,876 | Added |
| 14 | First Interstate Bank | $7.5M | 290,676 | Added |
| 15 | Apollon Wealth Management, LLC | $7.5M | 289,402 | Added |
| 16 | Prentice Wealth Management LLC | $6.9M | 267,660 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $6.5M | 251,000 | Added |
| 18 | Gutierrez Wealth Advisory, LLC | $6.3M | 241,975 | Added |
| 19 | Platt Wealth Management LLC | $5.5M | 212,617 | Added |
| 20 | Keudell/Morrison Wealth Management | $5.4M | 208,098 | Added |
| 21 | Clear Trail Advisors, LLC | $5.4M | 207,624 | Added |
| 22 | Cullen/Frost Bankers, Inc. | $5.1M | 199,062 | Added |
| 23 | Capital Investment Management, Inc. | $3.6M | 140,319 | Added |
| 24 | Wealthcare Advisory Partners LLC | $3.5M | 134,990 | Added |
| 25 | Gateway Wealth Partners, LLC | $2.3M | 87,436 | Trimmed |