| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $131.4M | 5.2M | Trimmed |
| 2 | Miracle Mile Advisors, LLC | $30.8M | 1.2M | Added |
| 3 | New England Private Wealth Advisors LLC | $20.6M | 835,986 | Added |
| 4 | CENTRAL BANK & TRUST CO | $20.0M | 793,147 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $16.9M | 669,892 | Added |
| 6 | Legacy CG, LLC | $16.3M | 646,293 | Added |
| 7 | RFG Advisory, LLC | $15.4M | 613,288 | Added |
| 8 | Private Advisor Group, LLC | $14.7M | 584,966 | Added |
| 9 | TRUIST FINANCIAL CORP | $13.5M | 535,337 | Trimmed |
| 10 | Midwest Financial Partners Investments, Inc. | $13.5M | 534,969 | Added |
| 11 | AE Wealth Management LLC | $11.9M | 470,914 | Added |
| 12 | MFA WEALTH ADVISORS, LLC | $10.7M | 426,562 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 402,254 | Added |
| 14 | Asio Capital, LLC | $9.2M | 363,936 | Added |
| 15 | Ocean Park Asset Management, LLC | $8.8M | 351,200 | New |
| 16 | Prentice Wealth Management LLC | $8.3M | 330,459 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 318,150 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $7.9M | 315,631 | Added |
| 19 | Certified Advisory Corp | $5.4M | 216,406 | Added |
| 20 | Wealth Alliance Advisory Group, LLC | $5.4M | 215,204 | Added |
| 21 | Concurrent Investment Advisors, LLC | $4.1M | 163,497 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $3.7M | 148,097 | Added |
| 23 | ROBINSON SMITH WEALTH ADVISORS LLC | $3.5M | 140,980 | Trimmed |
| 24 | CROBAN | $3.1M | 124,855 | Added |
| 25 | Penney Financial, LLC | $3.1M | 124,597 | Trimmed |