| 1 | ENVESTNET ASSET MANAGEMENT INC | $287.2M | 6.6M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $182.5M | 4.2M | Added |
| 3 | Kestra Advisory Services, LLC | $64.9M | 1.5M | Trimmed |
| 4 | Independence Financial Advisors, LLC | $58.7M | 1.3M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $46.2M | 1.1M | Added |
| 6 | Spectrum Investment Advisors, Inc. | $27.9M | 637,144 | Trimmed |
| 7 | SENTINEL PENSION ADVISORS, LLC | $20.6M | 481,348 | Added |
| 8 | 46 Peaks LLC | $15.4M | 351,215 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $14.9M | 339,551 | Added |
| 10 | McGlone Suttner Wealth Management, Inc. | $13.3M | 302,902 | Added |
| 11 | Private Advisor Group, LLC | $10.4M | 236,883 | Added |
| 12 | Northwest Wealth Advisors, LLC | $9.1M | 208,418 | Added |
| 13 | Advisory Resource Group | $7.8M | 179,319 | New |
| 14 | B. Riley Wealth Advisors, Inc. | $7.7M | 178,092 | Added |
| 15 | FLAGSHIP WEALTH ADVISORS, LLC | $7.5M | 172,119 | Added |
| 16 | Linscomb Wealth, Inc. | $6.5M | 149,314 | Added |
| 17 | GREENWOOD CAPITAL ASSOCIATES LLC | $5.9M | 135,051 | Added |
| 18 | Farther Finance Advisors, LLC | $5.5M | 125,083 | Trimmed |
| 19 | Merit Financial Group, LLC | $5.4M | 123,883 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $4.1M | 92,600 | Added |
| 21 | Baron Wealth Management LLC | $2.5M | 57,851 | Added |
| 22 | Sowell Financial Services LLC | $2.1M | 46,984 | Added |
| 23 | Rollins Financial Advisors, LLC | $2.0M | 45,918 | Trimmed |
| 24 | Sugar Maple Asset Management, LLC | $1.7M | 38,891 | Added |
| 25 | WARNER FINANCIAL, INC | $1.7M | 38,802 | Added |