| 1 | ENVESTNET ASSET MANAGEMENT INC | $376.4M | 13.7M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $118.7M | 4.3M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $80.5M | 2.9M | Trimmed |
| 4 | ASSETMARK, INC | $38.1M | 1.4M | Added |
| 5 | Venturi Wealth Management, LLC | $36.3M | 1.3M | Added |
| 6 | Confluence Wealth Services, Inc. | $32.1M | 1.2M | Added |
| 7 | J. Derek Lewis & Associates Inc. | $24.3M | 885,576 | Added |
| 8 | TRUIST FINANCIAL CORP | $23.9M | 871,296 | Added |
| 9 | Aprio Wealth Management, LLC | $23.0M | 836,728 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $20.6M | 748,312 | Added |
| 11 | Private Advisor Group, LLC | $19.8M | 722,530 | Trimmed |
| 12 | Clear Trail Advisors, LLC | $18.2M | 663,356 | Added |
| 13 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $16.0M | 582,270 | Added |
| 14 | PRINCIPAL SECURITIES, INC. | $14.8M | 539,112 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $12.5M | 456,014 | Added |
| 16 | MB, LEVIS & ASSOCIATES, LLC | $11.6M | 422,343 | Added |
| 17 | EnRich Financial Partners LLC | $11.4M | 415,313 | Added |
| 18 | RMR Wealth Builders | $11.4M | 414,630 | Added |
| 19 | BENJAMIN EDWARDS INC | $11.1M | 404,334 | Added |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11.1M | 402,606 | Added |
| 21 | Stonebridge Financial Group, LLC | $9.8M | 356,633 | Added |
| 22 | Envestnet Portfolio Solutions, Inc. | $9.2M | 333,857 | Added |
| 23 | ROBINSON SMITH WEALTH ADVISORS LLC | $9.0M | 326,095 | Trimmed |
| 24 | Koshinski Asset Management, Inc. | $8.9M | 323,544 | Added |
| 25 | Hartmann Taylor Wealth Management, LLC | $8.9M | 326,554 | Hold |