| 1 | ENVESTNET ASSET MANAGEMENT INC | $206.8M | 4.4M | Trimmed |
| 2 | Quotient Wealth Partners, LLC | $161.4M | 3.4M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $62.9M | 1.3M | Added |
| 4 | Private Advisor Group, LLC | $45.3M | 965,338 | Added |
| 5 | Blankinship & Foster, LLC | $36.1M | 768,531 | Trimmed |
| 6 | Crumly & Associates Inc. | $29.0M | 618,984 | Added |
| 7 | ACT WEALTH MANAGEMENT, LLC | $24.4M | 519,062 | Added |
| 8 | Paradigm, Strategies in Wealth Management, LLC | $17.9M | 380,965 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $16.8M | 358,522 | Trimmed |
| 10 | Lighthouse Wealth Management Inc. | $16.0M | 340,990 | Trimmed |
| 11 | PCA Investment Advisory Services Inc. | $15.1M | 322,766 | Added |
| 12 | CX Institutional | $12.9M | 274,278 | Added |
| 13 | Cyr Financial Inc. | $12.3M | 262,328 | Added |
| 14 | ARQ WEALTH ADVISORS, LLC | $11.5M | 247,496 | Added |
| 15 | Darrow Company, Inc. | $10.8M | 231,145 | Added |
| 16 | TRUIST FINANCIAL CORP | $10.4M | 220,668 | Added |
| 17 | Avidian Wealth Enterprises, LLC | $10.3M | 220,208 | Trimmed |
| 18 | RFG Advisory, LLC | $9.5M | 201,974 | Added |
| 19 | Farther Finance Advisors, LLC | $9.4M | 201,394 | Trimmed |
| 20 | Weaver Capital Management LLC | $9.0M | 212,575 | Hold |
| 21 | Bigelow Investment Advisors, LLC | $8.0M | 170,956 | Added |
| 22 | Burns Matteson Capital Management, LLC | $7.9M | 169,002 | Added |
| 23 | Strategic Financial Concepts, LLC | $7.8M | 161,657 | Added |
| 24 | Delta Wealth Advisors LLC | $7.6M | 161,372 | Trimmed |
| 25 | CITIGROUP INC | $7.2M | 152,620 | Added |