| 1 | ENVESTNET ASSET MANAGEMENT INC | $39.5M | 1.9M | Added |
| 2 | MANCHESTER FINANCIAL INC | $32.8M | 1.6M | Added |
| 3 | TCP Asset Management, LLC | $31.2M | 1.5M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $22.6M | 1.1M | Added |
| 5 | STEPHENS INC /AR/ | $15.8M | 765,223 | Added |
| 6 | Kestra Advisory Services, LLC | $12.5M | 605,395 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 474,617 | Trimmed |
| 8 | BENJAMIN EDWARDS INC | $8.1M | 393,377 | Added |
| 9 | Mach-1 Financial Group, LLC | $7.1M | 343,076 | Trimmed |
| 10 | Owen LaRue, LLC | $6.2M | 299,015 | Added |
| 11 | ASSETMARK, INC | $5.2M | 249,038 | Added |
| 12 | IFP Advisors, Inc | $3.1M | 147,458 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 133,261 | Added |
| 14 | Gateway Wealth Partners, LLC | $2.8M | 133,052 | Trimmed |
| 15 | Avior Wealth Management, LLC | $2.7M | 130,123 | Trimmed |
| 16 | Prospera Financial Services Inc | $2.6M | 127,695 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $1.9M | 93,771 | New |
| 18 | PARK AVENUE SECURITIES LLC | $1.7M | 83,822 | Added |
| 19 | IAMS WEALTH MANAGEMENT, LLC | $1.5M | 71,489 | Added |
| 20 | AE Wealth Management LLC | $1.5M | 70,656 | Trimmed |
| 21 | VAQUERO PRIVATE WEALTH, LTD | $1.4M | 65,271 | New |
| 22 | Atria Investments, Inc | $1.3M | 64,430 | Added |
| 23 | Concurrent Investment Advisors, LLC | $1.2M | 56,069 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $1.1M | 54,111 | Added |
| 25 | True Blue Financial, LLC | $985,536 | 47,587 | New |