| 1 | ENVESTNET ASSET MANAGEMENT INC | $66.5M | 1.3M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 572,958 | Added |
| 3 | Joel Isaacson & Co., LLC | $16.8M | 337,157 | Added |
| 4 | Kestra Advisory Services, LLC | $8.8M | 176,846 | Added |
| 5 | Merit Financial Group, LLC | $8.3M | 165,710 | Added |
| 6 | TRUIST FINANCIAL CORP | $7.4M | 148,482 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.3M | 146,956 | Added |
| 8 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.3M | 146,866 | Added |
| 9 | Financial Synergies Wealth Advisors, Inc. | $6.6M | 132,800 | Trimmed |
| 10 | HUB Investment Partners, LLC | $4.5M | 90,637 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $4.3M | 86,870 | Added |
| 12 | Envestnet Portfolio Solutions, Inc. | $4.0M | 80,137 | Added |
| 13 | GC Wealth Management RIA, LLC | $3.3M | 66,744 | Added |
| 14 | Fairman Group, LLC | $2.8M | 57,115 | Trimmed |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.5M | 51,896 | Added |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 50,800 | New |
| 17 | Private Advisor Group, LLC | $2.2M | 44,705 | Added |
| 18 | Atlas Private Wealth Advisors | $2.0M | 40,869 | Trimmed |
| 19 | CHERRYDALE WEALTH MANAGEMENT, LLC | $2.0M | 40,842 | Added |
| 20 | CFS Investment Advisory Services, LLC | $1.9M | 37,819 | Added |
| 21 | GGM Financials LLC | $1.8M | 35,362 | Added |
| 22 | CHOREO, LLC | $1.4M | 28,868 | Trimmed |
| 23 | Capital Advisors Wealth Management, LLC | $1.3M | 25,625 | New |
| 24 | Lineweaver Wealth Advisors, LLC | $1.2M | 23,917 | Added |
| 25 | Sunbeam Capital Management, LLC | $1.1M | 22,050 | Added |