| 1 | ENVESTNET ASSET MANAGEMENT INC | $242.3M | 2.7M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $22.5M | 253,060 | Added |
| 3 | PARK AVENUE SECURITIES LLC | $12.5M | 141,070 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $10.3M | 115,618 | Added |
| 5 | Merit Financial Group, LLC | $9.0M | 101,310 | Added |
| 6 | MILESTONE ASSET MANAGEMENT, LLC | $8.3M | 93,640 | New |
| 7 | Ascent Group, LLC | $6.6M | 74,419 | Added |
| 8 | Kelly Financial Services LLC | $6.0M | 67,728 | Added |
| 9 | TRUIST FINANCIAL CORP | $5.5M | 62,447 | Added |
| 10 | SteelPeak Wealth, LLC | $5.0M | 56,584 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 50,167 | Added |
| 12 | Traveka Wealth, LLC | $3.8M | 43,141 | Added |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $3.7M | 41,400 | New |
| 14 | FFG RETIREMENT ADVISORS LLC | $3.3M | 37,704 | Added |
| 15 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M | 36,397 | Added |
| 16 | Sharkey, Howes & Javer | $3.1M | 35,252 | Added |
| 17 | Atria Investments, Inc | $3.1M | 34,939 | Trimmed |
| 18 | Strategic Blueprint, LLC | $3.0M | 33,520 | Added |
| 19 | AE Wealth Management LLC | $2.9M | 32,667 | Trimmed |
| 20 | Midwest Capital Advisors, LLC | $2.5M | 28,356 | Added |
| 21 | SWP FINANCIAL LLC | $2.4M | 27,169 | Added |
| 22 | Pettinga Financial Advisors LLC | $2.4M | 27,018 | Added |
| 23 | ALTERNA WEALTH MANAGEMENT, INC | $2.3M | 26,025 | Added |
| 24 | Horst & Graben Wealth Management LLC | $2.3M | 25,993 | Added |
| 25 | TSA Wealth Managment LLC | $2.3M | 25,599 | Added |