| 1 | ENVESTNET ASSET MANAGEMENT INC | $7.69B | 113.0M | Added |
| 2 | PARK AVENUE SECURITIES LLC | $522.8M | 7.7M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $453.3M | 6.7M | Added |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $440.8M | 6.5M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $334.1M | 4.9M | Added |
| 6 | Merit Financial Group, LLC | $307.5M | 4.5M | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $185.8M | 2.7M | Added |
| 8 | JB Capital LLC | $171.8M | 2.5M | Added |
| 9 | Mirae Asset Global Investments Co., Ltd. | $146.6M | 2.2M | Added |
| 10 | FORM Wealth Advisors, LLC | $146.0M | 2.1M | Trimmed |
| 11 | ASSETMARK, INC | $113.2M | 1.7M | Trimmed |
| 12 | Advocacy Wealth Management, LLC | $100.5M | 1.5M | Trimmed |
| 13 | AE Wealth Management LLC | $92.9M | 1.4M | Added |
| 14 | TRUIST FINANCIAL CORP | $87.5M | 1.3M | Added |
| 15 | Private Advisor Group, LLC | $80.7M | 1.2M | Trimmed |
| 16 | Atria Investments, Inc | $75.8M | 1.1M | Added |
| 17 | Ascent Group, LLC | $75.6M | 1.1M | Added |
| 18 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $71.0M | 1.0M | Added |
| 19 | EASTERN BANK | $69.7M | 1.0M | Added |
| 20 | Kestra Advisory Services, LLC | $63.6M | 935,568 | Added |
| 21 | MGO ONE SEVEN LLC | $61.1M | 899,028 | Added |
| 22 | TSFG, LLC | $61.1M | 898,053 | Added |
| 23 | High Probability Advisors, LLC | $59.9M | 881,484 | Added |
| 24 | MA Private Wealth | $53.8M | 791,623 | Added |
| 25 | Embree Financial Group | $52.5M | 771,583 | Added |