| 1 | Cambridge Investment Research Advisors, Inc. | $389.7M | 6.3M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $178.3M | 2.9M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $168.8M | 2.7M | Trimmed |
| 4 | Sequoia Financial Advisors, LLC | $110.8M | 1.8M | Trimmed |
| 5 | Kestra Advisory Services, LLC | $104.6M | 1.7M | Trimmed |
| 6 | AXXCESS WEALTH MANAGEMENT, LLC | $59.8M | 961,433 | New |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $53.0M | 826,966 | Added |
| 8 | Evensky & Katz LLC | $52.9M | 850,580 | Added |
| 9 | Provident Wealth Management, LLC | $51.7M | 831,000 | Added |
| 10 | Private Advisor Group, LLC | $42.8M | 687,662 | Added |
| 11 | D.A. DAVIDSON & CO. | $42.0M | 675,135 | Trimmed |
| 12 | Aprio Wealth Management, LLC | $41.7M | 670,801 | Trimmed |
| 13 | CITIGROUP INC | $37.4M | 601,502 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $37.2M | 597,826 | Trimmed |
| 15 | Wealthcare Advisory Partners LLC | $37.1M | 595,665 | Added |
| 16 | EverSource Wealth Advisors, LLC | $31.7M | 510,235 | Trimmed |
| 17 | Certified Advisory Corp | $27.9M | 447,890 | Trimmed |
| 18 | MATAURO, LLC | $27.0M | 433,819 | Added |
| 19 | Presidio Capital Management, LLC | $26.7M | 428,706 | Added |
| 20 | Paragon Capital Management Ltd | $25.5M | 410,235 | Trimmed |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $25.5M | 409,956 | Trimmed |
| 22 | Wiser Wealth Management, Inc | $24.9M | 400,271 | Added |
| 23 | Drucker Wealth 3.0, LLC | $23.5M | 378,213 | Added |
| 24 | BRYN MAWR TRUST Co | $22.7M | 365,032 | Trimmed |
| 25 | Decker Wealth Management LLC | $22.4M | 360,738 | Trimmed |