| 1 | HB Wealth Management, LLC | $730.9M | 15.6M | Added |
| 2 | FACTORY MUTUAL INSURANCE CO | $374.7M | 8.0M | Added |
| 3 | Legacy Wealth Management, Inc | $190.5M | 4.1M | Added |
| 4 | Valeo Financial Advisors, LLC | $138.1M | 3.1M | Added |
| 5 | Moss Adams Wealth Advisors LLC | $136.3M | 2.9M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $135.1M | 2.9M | Added |
| 7 | Summit Financial Strategies, Inc. | $131.5M | 2.8M | Added |
| 8 | Confluence Wealth Services, Inc. | $111.1M | 2.4M | Added |
| 9 | First Pacific Financial | $97.3M | 2.1M | Added |
| 10 | McAdam, LLC | $92.7M | 2.0M | Added |
| 11 | CGN Advisors LLC | $90.9M | 1.9M | Added |
| 12 | Avantax Planning Partners, Inc. | $81.0M | 1.7M | Added |
| 13 | Bogart Wealth, LLC | $80.5M | 1.7M | Added |
| 14 | Hughes Financial Services, LLC | $76.1M | 1.6M | Added |
| 15 | Allen Capital Group, LLC | $72.0M | 1.5M | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $69.6M | 1.5M | Added |
| 17 | DAYMARK WEALTH PARTNERS, LLC | $69.0M | 1.5M | Added |
| 18 | SENTINEL PENSION ADVISORS, LLC | $62.1M | 1.3M | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.8M | 1.3M | Added |
| 20 | Wiser Wealth Management, Inc | $61.7M | 1.3M | Added |
| 21 | Bouchey Financial Group Ltd | $59.2M | 1.3M | Added |
| 22 | Harbor Group, Inc. | $51.4M | 1.1M | Added |
| 23 | TRUIST FINANCIAL CORP | $45.9M | 977,779 | Added |
| 24 | Berger Financial Group, Inc | $43.8M | 934,157 | Added |
| 25 | ALPS ADVISORS INC | $41.1M | 876,310 | Added |