| 1 | ENVESTNET ASSET MANAGEMENT INC | $138.0M | 1.1M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $47.0M | 363,950 | Added |
| 3 | REICON WEALTH ADVISORS, LLC | $45.1M | 349,630 | Added |
| 4 | Bond & Devick Financial Network, Inc. | $41.2M | 319,663 | Added |
| 5 | Altus Wealth Management, LLC | $40.5M | 313,710 | Added |
| 6 | Private Advisor Group, LLC | $30.0M | 232,199 | Trimmed |
| 7 | Prentice Wealth Management LLC | $18.4M | 142,645 | Added |
| 8 | Fiduciary Planning LLC | $17.9M | 138,770 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $16.3M | 126,024 | Added |
| 10 | PRINCIPAL SECURITIES, INC. | $15.1M | 116,756 | Added |
| 11 | YHB Investment Advisors, Inc. | $11.6M | 90,021 | Added |
| 12 | TRUIST FINANCIAL CORP | $11.1M | 86,061 | Added |
| 13 | Forza Wealth Management, LLC | $10.9M | 84,287 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 69,209 | Added |
| 15 | Merit Financial Group, LLC | $7.3M | 56,517 | Added |
| 16 | KPP Advisory Services LLC | $7.0M | 54,405 | Trimmed |
| 17 | Fifth Third Securities, Inc. | $6.9M | 53,357 | Added |
| 18 | PCG Wealth Advisors, LLC | $6.2M | 47,736 | Added |
| 19 | Able Wealth Management LLC | $5.6M | 43,169 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $5.2M | 40,270 | Added |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.0M | 31,254 | Added |
| 22 | Planning Strategies Inc. | $3.9M | 30,222 | New |
| 23 | First National Trust Co | $3.6M | 28,005 | Trimmed |
| 24 | Steele Capital Management, Inc. | $3.5M | 26,797 | Added |
| 25 | REDW Wealth LLC | $3.3M | 25,261 | Added |