| 1 | ENVESTNET ASSET MANAGEMENT INC | $144.2M | 1.5M | Added |
| 2 | Kestra Advisory Services, LLC | $22.2M | 224,914 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $20.8M | 210,826 | Added |
| 4 | Marks Group Wealth Management, Inc | $17.0M | 172,437 | Added |
| 5 | Great Lakes Retirement, Inc. | $13.5M | 137,003 | Trimmed |
| 6 | Elevation Capital Advisory, LLC | $12.6M | 127,358 | New |
| 7 | Mosley Wealth Management | $8.6M | 87,063 | Added |
| 8 | First Heartland Consultants, Inc. | $8.3M | 83,981 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 72,098 | Trimmed |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.8M | 68,792 | Trimmed |
| 11 | Strategic Blueprint, LLC | $4.4M | 44,403 | Added |
| 12 | Nova Wealth Management, Inc. | $3.8M | 39,016 | Added |
| 13 | Atria Investments, Inc | $2.9M | 29,071 | Trimmed |
| 14 | PRINCIPAL SECURITIES, INC. | $2.7M | 27,879 | Trimmed |
| 15 | Envestnet Portfolio Solutions, Inc. | $2.3M | 23,532 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 15,949 | Added |
| 17 | AE Wealth Management LLC | $1.5M | 15,464 | Added |
| 18 | Bryant Woods Investment Advisors, LLC | $1.2M | 11,942 | Added |
| 19 | Farther Finance Advisors, LLC | $1.2M | 11,857 | Added |
| 20 | Midwest Financial Network, LLC | $1.2M | 11,681 | New |
| 21 | Private Advisor Group, LLC | $1.1M | 11,375 | New |
| 22 | J.W. COLE ADVISORS, INC. | $1.1M | 11,085 | New |
| 23 | Cullen/Frost Bankers, Inc. | $1.0M | 10,254 | Trimmed |
| 24 | Worth Asset Management, LLC | $818,381 | 8,303 | Added |
| 25 | RCS Financial Planning, LLC | $786,884 | 7,983 | Trimmed |