| 1 | Fragasso Financial Advisors Inc | $159.9M | 3.8M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $156.5M | 3.7M | Added |
| 3 | KFG WEALTH MANAGEMENT, LLC | $146.1M | 3.5M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $89.9M | 2.1M | Added |
| 5 | EdgeRock Capital LLC | $83.0M | 2.0M | Added |
| 6 | Kestra Advisory Services, LLC | $36.1M | 861,944 | Added |
| 7 | VALLEY NATIONAL ADVISERS INC | $32.3M | 769,975 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $30.9M | 725,406 | Added |
| 9 | Lakeridge Wealth Management LLC | $19.8M | 472,739 | New |
| 10 | Blake Schutter Theil Wealth Advisors, LLC | $19.0M | 453,709 | Trimmed |
| 11 | Mascoma Wealth Management LLC | $18.2M | 433,747 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $15.3M | 364,344 | Added |
| 13 | FLAGSHIP WEALTH ADVISORS, LLC | $12.8M | 305,681 | Added |
| 14 | Clearwave Capital, LLC | $7.7M | 183,123 | Trimmed |
| 15 | Williams & Novak, LLC | $7.4M | 176,307 | Trimmed |
| 16 | LINCOLN CAPITAL CORP | $6.5M | 154,046 | Added |
| 17 | Able Wealth Management LLC | $6.3M | 150,357 | Added |
| 18 | Gilbert Capital Group, Inc. | $5.9M | 140,740 | New |
| 19 | Rooted Wealth Advisors, Inc. | $4.7M | 112,714 | Added |
| 20 | Farther Finance Advisors, LLC | $4.2M | 99,342 | Added |
| 21 | SAX WEALTH ADVISORS, LLC | $3.9M | 108,718 | Added |
| 22 | B. Riley Wealth Advisors, Inc. | $3.5M | 83,022 | Added |
| 23 | TRUIST FINANCIAL CORP | $2.9M | 69,108 | Added |
| 24 | Signal Advisors Wealth, LLC | $2.8M | 67,490 | Added |
| 25 | KPP Advisory Services LLC | $2.7M | 65,121 | Trimmed |