| 1 | Sequoia Financial Advisors, LLC | $328.4M | 7.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $121.3M | 2.6M | Added |
| 3 | Syntegra Private Wealth Group, LLC | $76.5M | 1.7M | Added |
| 4 | Southern Financial Group, LLC | $65.0M | 1.4M | New |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $56.4M | 1.2M | Added |
| 6 | Hilton Capital Management, LLC | $54.5M | 1.2M | Added |
| 7 | Williams Financial, LLC | $51.6M | 1.1M | Added |
| 8 | Wagner Wealth Management, LLC | $47.6M | 1.0M | Added |
| 9 | D'Orazio & Associates, Inc. | $45.7M | 991,357 | Added |
| 10 | Enclave Advisors LLC | $44.2M | 960,511 | Added |
| 11 | TRUIST FINANCIAL CORP | $40.5M | 879,721 | Added |
| 12 | Cornerstone Advisory, LLC | $38.2M | 829,529 | Added |
| 13 | Diversified Enterprises, LLC | $37.9M | 822,163 | Added |
| 14 | Confluence Wealth Services, Inc. | $34.1M | 740,802 | Added |
| 15 | Capital Advisors Wealth Management, LLC | $32.8M | 712,743 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $31.7M | 688,506 | Added |
| 17 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $29.6M | 642,277 | Added |
| 18 | Wealthcare Advisory Partners LLC | $29.0M | 630,709 | Added |
| 19 | Scott Capital Advisors, LLC | $27.5M | 597,811 | Added |
| 20 | Armor Investment Advisors, LLC | $27.2M | 589,846 | Added |
| 21 | D.A. DAVIDSON & CO. | $26.8M | 582,072 | Added |
| 22 | Longview Financial Advisors LLC | $26.3M | 571,553 | Added |
| 23 | Resonant Capital Advisors, LLC | $25.9M | 562,989 | Added |
| 24 | Planned Solutions, Inc. | $25.1M | 544,008 | Added |
| 25 | Lineweaver Wealth Advisors, LLC | $24.7M | 537,386 | Trimmed |