| 1 | ENVESTNET ASSET MANAGEMENT INC | $357.8M | 8.9M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $269.2M | 6.7M | Added |
| 3 | Kestra Advisory Services, LLC | $168.7M | 4.2M | Added |
| 4 | Syntegra Private Wealth Group, LLC | $164.1M | 4.1M | Added |
| 5 | Fragasso Financial Advisors Inc | $103.4M | 2.6M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $83.2M | 2.1M | Added |
| 7 | Cornerstone Planning Group LLC | $75.1M | 1.9M | Added |
| 8 | Advocacy Wealth Management, LLC | $69.0M | 1.7M | New |
| 9 | ORRSTOWN FINANCIAL SERVICES INC | $61.6M | 1.5M | Added |
| 10 | KFG WEALTH MANAGEMENT, LLC | $60.5M | 1.5M | Added |
| 11 | Wealth Alliance Advisory Group, LLC | $55.2M | 1.4M | Added |
| 12 | CGC Financial Services, LLC | $47.8M | 1.2M | Added |
| 13 | RESTON WEALTH MANAGEMENT LLC | $44.0M | 1.1M | Added |
| 14 | TRAPHAGEN INVESTMENT ADVISORS LLC | $41.8M | 1.0M | Added |
| 15 | Waterloo Capital, L.P. | $36.5M | 909,512 | Added |
| 16 | RFG Advisory, LLC | $35.5M | 885,510 | Trimmed |
| 17 | Calamos Wealth Management LLC | $35.0M | 872,840 | Added |
| 18 | Berman McAleer LLC | $27.2M | 676,597 | Added |
| 19 | Avidian Wealth Enterprises, LLC | $25.8M | 643,546 | Added |
| 20 | AlphaStar Capital Management, LLC | $25.0M | 622,123 | Added |
| 21 | Envestnet Portfolio Solutions, Inc. | $24.0M | 597,385 | Added |
| 22 | Great Lakes Retirement, Inc. | $23.3M | 580,795 | Added |
| 23 | Concurrent Investment Advisors, LLC | $21.2M | 528,384 | Added |
| 24 | McGlone Suttner Wealth Management, Inc. | $20.5M | 510,485 | Added |
| 25 | Armor Investment Advisors, LLC | $18.0M | 449,492 | Added |