| 1 | ENVESTNET ASSET MANAGEMENT INC | $166.1M | 3.6M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $81.4M | 1.8M | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $65.5M | 1.4M | Added |
| 4 | CPC Advisors, LLC | $58.1M | 1.3M | Added |
| 5 | MBL Wealth, LLC | $46.9M | 1.0M | Added |
| 6 | Private Advisor Group, LLC | $32.0M | 699,559 | Added |
| 7 | Sequoia Financial Advisors, LLC | $28.7M | 628,175 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $27.1M | 593,414 | Added |
| 9 | Northwest Financial Advisors | $22.1M | 483,030 | Added |
| 10 | Hibernia Wealth Partners, LLC | $20.2M | 441,039 | Trimmed |
| 11 | Merit Financial Group, LLC | $19.7M | 432,089 | Added |
| 12 | Second Half Financial Partners, LLC | $18.9M | 412,651 | Added |
| 13 | Clear Trail Advisors, LLC | $18.8M | 412,141 | Added |
| 14 | Marshall Financial Group, LLC | $18.7M | 408,662 | Added |
| 15 | MGO ONE SEVEN LLC | $15.5M | 339,833 | Added |
| 16 | BENJAMIN EDWARDS INC | $15.2M | 333,442 | Added |
| 17 | Mesirow Financial Investment Management, Inc. | $15.2M | 333,110 | Added |
| 18 | WEST MICHIGAN ADVISORS, LLC | $15.2M | 339,021 | Hold |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 326,017 | Added |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | $14.1M | 307,581 | Trimmed |
| 21 | Financial Designs Corp | $14.0M | 305,384 | Added |
| 22 | Altus Wealth Group LLC | $13.8M | 300,980 | Added |
| 23 | LAUREL OAK WEALTH MANAGEMENT, LLC | $12.9M | 282,884 | Added |
| 24 | Foguth Wealth Management, LLC. | $12.5M | 270,616 | Added |
| 25 | Capital Investment Advisory Services, LLC | $11.1M | 242,885 | Trimmed |