| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $180.1M | 3.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $155.7M | 2.6M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $93.7M | 1.6M | Added |
| 4 | Kestra Advisory Services, LLC | $86.8M | 1.4M | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $84.5M | 1.4M | Added |
| 6 | CHILDRESS CAPITAL ADVISORS, LLC | $39.9M | 661,037 | Added |
| 7 | VICTORY FINANCIAL GROUP, LLC | $38.6M | 640,420 | Added |
| 8 | Private Advisor Group, LLC | $32.4M | 537,233 | Trimmed |
| 9 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $26.2M | 433,835 | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.4M | 392,253 | Added |
| 11 | AA Financial Advisors, LLC | $19.4M | 321,175 | Added |
| 12 | FLAGSHIP WEALTH ADVISORS, LLC | $18.7M | 310,950 | Added |
| 13 | D.A. DAVIDSON & CO. | $18.1M | 300,253 | Trimmed |
| 14 | IFP Advisors, Inc | $15.9M | 263,334 | Added |
| 15 | Fifth Third Securities, Inc. | $14.7M | 243,868 | Added |
| 16 | Prentice Wealth Management LLC | $14.7M | 243,752 | Added |
| 17 | Clark Wealth Partners | $14.4M | 239,160 | Trimmed |
| 18 | Rooted Wealth Advisors, Inc. | $14.2M | 235,327 | Added |
| 19 | Independence Financial Advisors, LLC | $13.7M | 227,992 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $13.5M | 224,204 | Trimmed |
| 21 | Lakeridge Wealth Management LLC | $12.5M | 206,657 | Trimmed |
| 22 | Sculati Wealth Management, LLC | $11.6M | 186,220 | Added |
| 23 | PCG Wealth Advisors, LLC | $11.0M | 182,800 | Added |
| 24 | Cyr Financial Inc. | $10.1M | 167,830 | Added |
| 25 | Powers Advisory Group, LLC | $9.4M | 156,160 | Added |