| 1 | ENVESTNET ASSET MANAGEMENT INC | $101.1M | 2.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $58.7M | 1.3M | Added |
| 3 | TRUIST FINANCIAL CORP | $54.1M | 1.2M | Added |
| 4 | Great Lakes Retirement, Inc. | $28.6M | 654,829 | Added |
| 5 | PARK NATIONAL CORP /OH/ | $27.5M | 630,782 | Added |
| 6 | Prospera Financial Services Inc | $23.0M | 526,865 | Trimmed |
| 7 | TCP Asset Management, LLC | $20.5M | 469,114 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $18.1M | 416,157 | Trimmed |
| 9 | LeClair Wealth Partners LLC | $17.9M | 410,941 | New |
| 10 | Dominguez Wealth Management Solutions, Inc. | $15.0M | 343,382 | Added |
| 11 | LexAurum Advisors, LLC | $10.6M | 243,516 | Added |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | $10.3M | 236,958 | New |
| 13 | Triumph Capital Management | $9.9M | 228,135 | Trimmed |
| 14 | BENJAMIN EDWARDS INC | $9.5M | 216,753 | Added |
| 15 | MGO ONE SEVEN LLC | $8.1M | 184,718 | Trimmed |
| 16 | IFP Advisors, Inc | $7.4M | 169,238 | Trimmed |
| 17 | CoreCap Advisors, LLC | $6.8M | 155,430 | Added |
| 18 | Commonwealth Financial Services, LLC | $6.7M | 153,627 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $6.4M | 146,459 | Trimmed |
| 20 | ERn Financial, LLC | $6.2M | 143,214 | Added |
| 21 | Pine Valley Investments Ltd Liability Co | $5.7M | 131,498 | Trimmed |
| 22 | Randall & Associates Wealth Management | $5.2M | 120,096 | Added |
| 23 | ASSETMARK, INC | $5.2M | 119,121 | Added |
| 24 | RFG Advisory, LLC | $5.0M | 115,714 | Trimmed |
| 25 | IAMS WEALTH MANAGEMENT, LLC | $5.0M | 115,002 | Added |