| 1 | ENVESTNET ASSET MANAGEMENT INC | $638.9M | 11.3M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $221.0M | 3.9M | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $213.2M | 3.8M | Added |
| 4 | RiverFront Investment Group, LLC | $199.1M | 3.5M | Trimmed |
| 5 | Confluence Wealth Services, Inc. | $159.2M | 2.8M | Added |
| 6 | Cornerstone Advisory, LLC | $117.4M | 2.1M | Added |
| 7 | Kestra Advisory Services, LLC | $115.0M | 2.0M | Added |
| 8 | FAS Wealth Partners, Inc. | $94.1M | 1.7M | Added |
| 9 | Traynor Capital Management, Inc. | $59.0M | 1.0M | Added |
| 10 | Foguth Wealth Management, LLC. | $56.3M | 998,741 | Added |
| 11 | TRUIST FINANCIAL CORP | $54.4M | 963,150 | Trimmed |
| 12 | Apollon Wealth Management, LLC | $51.5M | 911,781 | Added |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $49.9M | 883,142 | Trimmed |
| 14 | Private Advisor Group, LLC | $49.4M | 875,331 | Added |
| 15 | HUB Investment Partners, LLC | $48.7M | 862,892 | Added |
| 16 | Kathmere Capital Management, LLC | $48.5M | 858,562 | Added |
| 17 | NOTTINGHAM ADVISORS, INC. | $48.0M | 720,889 | Trimmed |
| 18 | Brookstone Capital Management | $47.5M | 840,573 | Trimmed |
| 19 | OAKWORTH CAPITAL, INC. | $42.9M | 761,974 | Added |
| 20 | FIRST FINANCIAL BANK - TRUST DIVISION | $41.3M | 731,100 | Added |
| 21 | PINNACLE ASSOCIATES LTD | $41.2M | 728,737 | Added |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $36.8M | 650,697 | Added |
| 23 | Horizon Advisory Services, Inc. | $36.3M | 643,054 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.4M | 623,950 | Trimmed |
| 25 | FUKOKU MUTUAL LIFE INSURANCE Co | $34.8M | 617,000 | Added |