| 1 | ENVESTNET ASSET MANAGEMENT INC | $345.6M | 10.5M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $70.6M | 2.1M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $51.9M | 1.6M | Added |
| 4 | Merit Financial Group, LLC | $46.4M | 1.4M | Added |
| 5 | ASSETMARK, INC | $36.4M | 1.1M | Added |
| 6 | Kestra Advisory Services, LLC | $32.9M | 998,736 | Added |
| 7 | BENJAMIN EDWARDS INC | $26.4M | 801,560 | Added |
| 8 | Main Line Retirement Advisors, LLC | $16.8M | 511,035 | Trimmed |
| 9 | Strategic Blueprint, LLC | $15.1M | 458,668 | Added |
| 10 | STEPHENS INC /AR/ | $13.3M | 404,504 | Added |
| 11 | KWB Wealth | $12.5M | 379,650 | New |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.1M | 311,525 | Added |
| 13 | Coign Capital Advisors LLC | $9.5M | 286,923 | Added |
| 14 | J. Derek Lewis & Associates Inc. | $9.3M | 281,626 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $6.3M | 190,437 | Added |
| 16 | Private Advisor Group, LLC | $6.3M | 190,130 | Added |
| 17 | National Wealth Management Group, LLC | $5.9M | 179,661 | Trimmed |
| 18 | Royal Harbor Partners, LLC | $5.8M | 175,902 | Added |
| 19 | Concurrent Investment Advisors, LLC | $5.5M | 165,625 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $4.9M | 148,932 | Added |
| 21 | DAVENPORT & Co LLC | $4.8M | 146,308 | Added |
| 22 | Aprio Wealth Management, LLC | $4.7M | 143,654 | Added |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $4.7M | 143,030 | Added |
| 24 | Smith Thornton Advisors LLC | $4.7M | 145,026 | Added |
| 25 | Laurel Wealth Planning LLC | $4.6M | 140,924 | Added |