| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $132.5M | 2.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $110.8M | 2.2M | Added |
| 3 | 1900 WEALTH MANAGEMENT LLC | $68.4M | 1.4M | Trimmed |
| 4 | Avantax Planning Partners, Inc. | $67.6M | 1.3M | Added |
| 5 | Asio Capital, LLC | $48.9M | 965,274 | Added |
| 6 | CENTRAL TRUST Co | $40.2M | 793,283 | Added |
| 7 | COLLECTIVE FAMILY OFFICE LLC | $36.9M | 728,056 | Added |
| 8 | AllGen Financial Advisors, Inc. | $33.7M | 664,690 | Added |
| 9 | BAILARD, INC. | $33.1M | 653,474 | Trimmed |
| 10 | ASSETMARK, INC | $32.5M | 641,928 | Added |
| 11 | ABLE Financial Group, LLC | $29.5M | 582,550 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $28.0M | 551,894 | Added |
| 13 | Lebenthal Global Advisors, LLC | $26.4M | 520,742 | Added |
| 14 | MATHER GROUP, LLC. | $26.2M | 516,975 | Added |
| 15 | Avidian Wealth Enterprises, LLC | $25.5M | 504,030 | Added |
| 16 | Syntegra Private Wealth Group, LLC | $24.6M | 484,965 | Added |
| 17 | TRUIST FINANCIAL CORP | $24.1M | 475,402 | Added |
| 18 | Amplius Wealth Advisors, LLC | $23.8M | 470,566 | Added |
| 19 | Smith & Howard Wealth Management, LLC | $21.9M | 432,992 | Trimmed |
| 20 | INVENIO WEALTH PARTNERS LLC | $20.1M | 397,279 | Added |
| 21 | Diversified Portfolios, Inc. | $19.3M | 380,323 | Added |
| 22 | Clear Trail Advisors, LLC | $18.7M | 369,734 | Added |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $18.2M | 359,313 | Added |
| 24 | Apollon Wealth Management, LLC | $18.0M | 356,305 | Added |
| 25 | Nolet Wealth Management, LLC | $17.6M | 346,476 | Trimmed |