| 1 | ENVESTNET ASSET MANAGEMENT INC | $201.4M | 5.4M | Added |
| 2 | BENJAMIN EDWARDS INC | $59.1M | 1.6M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $40.3M | 1.1M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $30.0M | 800,484 | Added |
| 5 | Confluence Wealth Services, Inc. | $24.9M | 663,785 | Added |
| 6 | Garrett Wealth Advisory Group, LLC | $23.5M | 628,204 | Added |
| 7 | ASSETMARK, INC | $23.3M | 621,294 | Added |
| 8 | Merit Financial Group, LLC | $20.9M | 557,268 | Added |
| 9 | PETREDIS INVESTMENT ADVISORS LLC | $19.3M | 513,997 | Added |
| 10 | Johnson Bixby & Associates, LLC | $18.7M | 499,265 | Added |
| 11 | Private Advisor Group, LLC | $13.7M | 364,909 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.4M | 337,820 | Trimmed |
| 13 | Concurrent Investment Advisors, LLC | $11.5M | 307,935 | Added |
| 14 | SilverOak Wealth Management LLC | $11.2M | 300,157 | Added |
| 15 | Quadcap Wealth Management, LLC | $10.5M | 281,070 | Added |
| 16 | STEPHENS INC /AR/ | $10.0M | 265,986 | Added |
| 17 | Sentinel Advisory Group, LLC | $9.4M | 251,196 | Added |
| 18 | LINCOLN CAPITAL CORP | $9.1M | 242,499 | Added |
| 19 | TRUIST FINANCIAL CORP | $8.9M | 236,331 | Added |
| 20 | Armor Investment Advisors, LLC | $8.4M | 224,769 | Added |
| 21 | Atria Investments, Inc | $7.6M | 204,064 | Added |
| 22 | EWA, LLC | $7.5M | 201,323 | Added |
| 23 | Aprio Wealth Management, LLC | $7.5M | 199,059 | Trimmed |
| 24 | Code Waechter LLC | $6.3M | 168,168 | Added |
| 25 | Eagle Bay Advisors LLC | $5.6M | 150,172 | Trimmed |