| 1 | ENVESTNET ASSET MANAGEMENT INC | $88.2M | 2.2M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $54.2M | 1.3M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $52.0M | 1.3M | Added |
| 4 | ASSETMARK, INC | $50.2M | 1.2M | Trimmed |
| 5 | Kestra Advisory Services, LLC | $48.8M | 1.2M | Added |
| 6 | Private Advisor Group, LLC | $36.8M | 907,663 | Trimmed |
| 7 | Insight Wealth Strategies, LLC | $27.4M | 679,172 | Added |
| 8 | Howard Capital Management Inc. | $17.8M | 438,710 | New |
| 9 | Planning Strategies Inc. | $16.0M | 394,118 | New |
| 10 | Compass Wealth Management, LLC/GA | $14.6M | 360,154 | Trimmed |
| 11 | Keudell/Morrison Wealth Management | $13.5M | 333,256 | Added |
| 12 | Cedar Mountain Advisors, LLC | $13.4M | 330,016 | Trimmed |
| 13 | FSA WEALTH PARTNERS, INC. | $13.2M | 324,659 | New |
| 14 | Concurrent Investment Advisors, LLC | $10.1M | 247,759 | Added |
| 15 | Benchmark Financial Wealth Advisors, LLC | $9.9M | 243,547 | Added |
| 16 | BFSG, LLC | $8.8M | 216,742 | Added |
| 17 | Atria Investments, Inc | $8.3M | 203,404 | Added |
| 18 | PRINCIPAL SECURITIES, INC. | $7.7M | 189,204 | Trimmed |
| 19 | Laurel Wealth Planning LLC | $7.7M | 188,664 | New |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 182,599 | Added |
| 21 | OPPENHEIMER & CO INC | $7.4M | 183,508 | Added |
| 22 | FOUNDERS FINANCIAL SECURITIES LLC | $7.4M | 182,352 | Added |
| 23 | Centennial Wealth Advisory LLC | $7.1M | 174,146 | Added |
| 24 | Boyce & Associates Wealth Consulting, Inc. | $6.9M | 169,039 | Added |
| 25 | Haven Private, LLC | $6.4M | 156,507 | Added |