| 1 | AE Wealth Management LLC | $146.3M | 1.3M | Added |
| 2 | FAS Wealth Partners, Inc. | $62.3M | 555,604 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 450,660 | Trimmed |
| 4 | First National Trust Co | $39.8M | 355,048 | Trimmed |
| 5 | Avantax Planning Partners, Inc. | $39.0M | 347,928 | Added |
| 6 | GHP Investment Advisors, Inc. | $37.7M | 336,389 | Added |
| 7 | Private Advisor Group, LLC | $34.7M | 309,416 | Trimmed |
| 8 | Klingman & Associates, LLC | $33.4M | 297,555 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $24.1M | 214,737 | Trimmed |
| 10 | Rodgers & Associates, LTD | $21.0M | 187,167 | Trimmed |
| 11 | Shakespeare Wealth Management, LLC | $20.5M | 183,300 | Trimmed |
| 12 | SFG Wealth Management, LLC. | $18.7M | 166,652 | Added |
| 13 | TRUIST FINANCIAL CORP | $13.1M | 117,140 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $12.0M | 107,176 | Added |
| 15 | Merit Financial Group, LLC | $11.2M | 100,156 | Added |
| 16 | ERn Financial, LLC | $10.3M | 91,445 | Added |
| 17 | Marathon Mission, Inc. | $9.3M | 83,077 | Added |
| 18 | JNBA Financial Advisors | $8.4M | 75,077 | Trimmed |
| 19 | Chicago Partners Investment Group LLC | $8.1M | 74,913 | Added |
| 20 | Diligent Investors, LLC | $6.7M | 59,401 | Trimmed |
| 21 | McAdam, LLC | $6.5M | 57,960 | Trimmed |
| 22 | Prospera Financial Services Inc | $6.5M | 57,588 | New |
| 23 | Cordatus Wealth Management LLC | $6.3M | 56,450 | New |
| 24 | Avior Wealth Management, LLC | $5.5M | 49,181 | Added |
| 25 | Elevation Capital Advisory, LLC | $5.0M | 44,680 | New |