| 1 | ENVESTNET ASSET MANAGEMENT INC | $39.0M | 851,522 | Added |
| 2 | Cardinal Point Capital Management ULC | $27.0M | 589,978 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.6M | 319,021 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 276,685 | Added |
| 5 | GeoWealth Management, LLC | $9.6M | 210,199 | Added |
| 6 | Asio Capital, LLC | $9.1M | 198,403 | Added |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $7.9M | 173,561 | Added |
| 8 | TRUIST FINANCIAL CORP | $7.8M | 170,345 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 148,702 | Added |
| 10 | CarsonAllaria Wealth Management, Ltd. | $6.6M | 145,036 | Trimmed |
| 11 | True North Advisors, LLC | $6.4M | 140,914 | New |
| 12 | Bridgewealth Advisory Group, LLC | $6.2M | 135,671 | Added |
| 13 | Sprinkle Financial Consultants LLC | $5.6M | 122,760 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $5.0M | 109,972 | Added |
| 15 | McAdam, LLC | $5.0M | 109,529 | New |
| 16 | Able Wealth Management LLC | $4.5M | 98,000 | Added |
| 17 | Waterway Wealth Management, LLC | $4.3M | 92,917 | Added |
| 18 | Paulson Wealth Management Inc. | $4.1M | 90,065 | Trimmed |
| 19 | Sterling Investment Advisors, Ltd. | $3.9M | 85,925 | Added |
| 20 | Kestra Advisory Services, LLC | $3.5M | 76,780 | Added |
| 21 | RFG Advisory, LLC | $3.4M | 74,217 | Added |
| 22 | Prasad Wealth Partners, LLC | $2.9M | 63,964 | New |
| 23 | Mason & Associates, LLC | $2.5M | 54,508 | Added |
| 24 | Econ Financial Services Corp | $2.4M | 52,078 | Added |
| 25 | Integrity Wealth Solutions LLC | $2.4M | 51,938 | Added |