| 1 | ENVESTNET ASSET MANAGEMENT INC | $841.3M | 11.1M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $548.4M | 7.2M | Added |
| 3 | TRUIST FINANCIAL CORP | $224.3M | 3.0M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $170.6M | 2.3M | Added |
| 5 | Kestra Advisory Services, LLC | $164.7M | 2.2M | Added |
| 6 | Avior Wealth Management, LLC | $160.9M | 2.1M | Added |
| 7 | TD PRIVATE CLIENT WEALTH LLC | $154.3M | 2.0M | Added |
| 8 | ProVise Management Group, LLC | $108.4M | 1.4M | Added |
| 9 | Confluence Wealth Services, Inc. | $96.6M | 1.3M | Added |
| 10 | Quotient Wealth Partners, LLC | $95.8M | 1.3M | Added |
| 11 | Gratus Wealth Advisors, LLC | $94.2M | 1.2M | Added |
| 12 | HM PAYSON & CO | $90.1M | 1.2M | Trimmed |
| 13 | Seven Springs Wealth Group, LLC | $89.7M | 1.2M | Added |
| 14 | Ledyard National Bank | $88.1M | 1.2M | Added |
| 15 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $63.6M | 839,061 | Added |
| 16 | Stonebridge Financial Group, LLC | $62.5M | 825,225 | Trimmed |
| 17 | Conservest Capital Advisors, Inc. | $60.4M | 796,303 | Added |
| 18 | JGP Wealth Management, LLC | $57.0M | 752,651 | Added |
| 19 | FFT WEALTH MANAGEMENT LLC | $56.6M | 746,197 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $55.6M | 734,223 | Trimmed |
| 21 | Private Advisor Group, LLC | $55.0M | 725,570 | Trimmed |
| 22 | Ritter Daniher Financial Advisory LLC / DE | $49.9M | 658,931 | Added |
| 23 | OPPENHEIMER & CO INC | $45.8M | 604,034 | Added |
| 24 | XML Financial, LLC | $44.4M | 585,875 | Added |
| 25 | Wolff Financial Management LLC | $42.8M | 564,374 | Trimmed |