| 1 | ENVESTNET ASSET MANAGEMENT INC | $33.6M | 560,836 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 297,435 | Added |
| 3 | ASSETMARK, INC | $16.3M | 272,104 | Added |
| 4 | Atria Investments, Inc | $15.0M | 250,168 | Added |
| 5 | Kestra Advisory Services, LLC | $7.9M | 132,079 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.5M | 92,306 | Trimmed |
| 7 | BAM Wealth Management, LLC | $5.5M | 92,263 | New |
| 8 | Avantra Family Wealth, Inc. | $4.1M | 68,796 | Added |
| 9 | Financial Guidance Group, Inc. | $4.1M | 67,603 | Trimmed |
| 10 | REAP Financial Group, LLC | $4.0M | 66,920 | Added |
| 11 | Valtinson Bruner Financial Planning LLC | $3.9M | 65,191 | Trimmed |
| 12 | Foguth Wealth Management, LLC. | $3.9M | 64,841 | Trimmed |
| 13 | Fragasso Financial Advisors Inc | $3.5M | 58,699 | Trimmed |
| 14 | FWG Investments, LLC. | $3.0M | 49,426 | Added |
| 15 | Farther Finance Advisors, LLC | $2.1M | 35,631 | Added |
| 16 | Concurrent Investment Advisors, LLC | $2.0M | 32,747 | Trimmed |
| 17 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.0M | 35,163 | New |
| 18 | Sowell Financial Services LLC | $1.9M | 31,865 | Trimmed |
| 19 | MGO ONE SEVEN LLC | $1.8M | 30,448 | Added |
| 20 | Integrity Financial Corp /WA | $1.7M | 28,708 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 27,300 | Added |
| 22 | McKinley Carter Wealth Services, Inc. | $1.6M | 27,103 | Added |
| 23 | Strategic Blueprint, LLC | $1.6M | 25,892 | Added |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 25,791 | Trimmed |
| 25 | Signal Advisors Wealth, LLC | $1.4M | 23,286 | Added |