| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.4M | 3.1M | Added |
| 2 | CITIGROUP INC | $55.0M | 2.1M | Added |
| 3 | Boothe Investment Group, Inc. | $45.2M | 1.7M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $30.1M | 1.2M | Trimmed |
| 5 | AE Wealth Management LLC | $26.0M | 1.0M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $19.7M | 760,234 | Added |
| 7 | ASSETMARK, INC | $16.1M | 620,809 | Added |
| 8 | Deane Retirement Strategies, Inc. | $15.5M | 597,723 | Added |
| 9 | ABBINGTON INVESTMENT GROUP | $13.9M | 537,313 | Added |
| 10 | Compound Planning, Inc. | $12.0M | 463,212 | Added |
| 11 | TRUIST FINANCIAL CORP | $11.8M | 455,688 | Added |
| 12 | PEAK FINANCIAL ADVISORS LLC | $11.1M | 427,579 | Trimmed |
| 13 | OmniStar Financial Group, Inc. | $11.0M | 424,076 | Added |
| 14 | Waterloo Capital, L.P. | $10.0M | 387,215 | Added |
| 15 | Ferguson Shapiro LLC | $9.7M | 372,915 | Trimmed |
| 16 | THEORY FINANCIAL LLC | $9.4M | 361,176 | Added |
| 17 | Elevated Capital Advisors, LLC | $9.4M | 360,978 | Added |
| 18 | Longview Financial Advisors, Inc. | $6.1M | 236,837 | Added |
| 19 | Philip James Wealth Mangement, LLC | $5.2M | 198,784 | Trimmed |
| 20 | Belpointe Asset Management LLC | $5.1M | 195,637 | Trimmed |
| 21 | Key Capital Management, INC | $5.1M | 195,557 | Added |
| 22 | PRIVATE CLIENT SERVICES, LLC | $5.0M | 192,774 | New |
| 23 | Kestra Advisory Services, LLC | $4.9M | 189,891 | Trimmed |
| 24 | NorthCrest Asset Manangement, LLC | $4.8M | 183,712 | Added |
| 25 | Fiduciary Alliance LLC | $4.0M | 152,629 | Added |