| 1 | Northwest Financial Advisors | $76.1M | 2.4M | New |
| 2 | Ascension Capital Advisors, Inc. | $40.7M | 1.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $29.6M | 943,476 | Added |
| 4 | Lantz Financial LLC | $15.3M | 488,669 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $13.1M | 417,168 | Added |
| 6 | FOURPATH CAPITAL MANAGEMENT, LLC | $12.4M | 394,100 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $11.6M | 368,426 | Added |
| 8 | Private Advisor Group, LLC | $7.2M | 228,685 | Added |
| 9 | DAVENPORT & Co LLC | $2.7M | 86,636 | Added |
| 10 | Wealthcare Advisory Partners LLC | $2.3M | 74,620 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 67,947 | Trimmed |
| 12 | Capital Investment Advisory Services, LLC | $1.7M | 54,755 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 52,253 | Trimmed |
| 14 | Signature Equity Partners, LLC | $1.3M | 41,355 | Added |
| 15 | IFS Group,LLC | $1.2M | 37,801 | Added |
| 16 | Gladstone Institutional Advisory LLC | $978,888 | 31,185 | Added |
| 17 | Claro Advisors LLC | $970,149 | 30,906 | Added |
| 18 | Kestra Advisory Services, LLC | $795,295 | 25,336 | Added |
| 19 | Intrua Financial, LLC | $772,822 | 24,620 | Added |
| 20 | Gateway Wealth Partners, LLC | $464,918 | 14,811 | Trimmed |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $352,113 | 11,217 | Trimmed |
| 22 | Financial Council, LLC | $335,873 | 10,700 | Added |
| 23 | Focus Financial Network, Inc. | $328,901 | 10,445 | Added |
| 24 | GATEWAY INVESTMENT ADVISERS LLC | $322,344 | 10,269 | New |
| 25 | MGO ONE SEVEN LLC | $296,636 | 9,450 | New |