| 1 | ENVESTNET ASSET MANAGEMENT INC | $225.0M | 4.1M | Trimmed |
| 2 | RAINEY & RANDALL WEALTH ADVISORS INC. | $83.9M | 1.5M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.0M | 1.2M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $56.0M | 1.0M | Added |
| 5 | Wealthcare Advisory Partners LLC | $44.6M | 816,607 | Added |
| 6 | Crewe Advisors LLC | $42.5M | 778,666 | Added |
| 7 | Whitaker-Myers Wealth Managers, LTD. | $38.8M | 709,831 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $36.1M | 660,945 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $32.4M | 592,529 | Added |
| 10 | BURKETT FINANCIAL SERVICES, LLC | $26.8M | 490,036 | Trimmed |
| 11 | Blankinship & Foster, LLC | $26.4M | 483,179 | Trimmed |
| 12 | High Note Wealth, LLC | $24.1M | 441,230 | Added |
| 13 | TrueWealth Advisors, LLC | $19.3M | 353,927 | Added |
| 14 | Annex Advisory Services, LLC | $18.9M | 345,799 | Trimmed |
| 15 | CITIGROUP INC | $17.4M | 317,938 | Added |
| 16 | Private Advisor Group, LLC | $14.4M | 263,168 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $14.3M | 261,305 | Trimmed |
| 18 | ARQ WEALTH ADVISORS, LLC | $14.1M | 257,043 | Added |
| 19 | Embree Financial Group | $13.1M | 239,837 | Trimmed |
| 20 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $12.4M | 226,780 | Trimmed |
| 21 | Wealth Advisory Team LLC | $12.2M | 223,278 | Added |
| 22 | Smallwood Wealth Investment Management, LLC | $11.1M | 202,503 | New |
| 23 | Merit Financial Group, LLC | $10.9M | 198,679 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $10.7M | 196,404 | Added |
| 25 | Benchmark Financial Wealth Advisors, LLC | $10.4M | 190,058 | Added |