| 1 | ASSETMARK, INC | $1.05B | 10.4M | Added |
| 2 | AE Wealth Management LLC | $115.1M | 1.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $104.2M | 1.0M | Trimmed |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $80.7M | 800,438 | Added |
| 5 | Krilogy Financial LLC | $79.0M | 783,175 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $76.7M | 761,166 | Trimmed |
| 7 | Private Advisor Group, LLC | $60.5M | 599,952 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $55.2M | 547,862 | Added |
| 9 | Atria Investments, Inc | $49.2M | 488,205 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $46.6M | 462,191 | Trimmed |
| 11 | Gainplan LLC | $45.5M | 451,186 | Trimmed |
| 12 | RETIREMENT INCOME SOLUTIONS, INC | $34.9M | 346,949 | Trimmed |
| 13 | Merit Financial Group, LLC | $30.5M | 302,746 | Added |
| 14 | HB Wealth Management, LLC | $27.1M | 268,951 | Trimmed |
| 15 | WealthPlan Investment Management, LLC | $26.3M | 260,708 | Added |
| 16 | Waterway Wealth Management, LLC | $25.0M | 247,582 | New |
| 17 | CITIGROUP INC | $23.4M | 232,371 | Added |
| 18 | Compound Planning, Inc. | $21.6M | 214,644 | Added |
| 19 | KWMG, LLC | $21.1M | 209,503 | Added |
| 20 | Cornerstone Wealth Management, LLC | $20.0M | 198,858 | Added |
| 21 | Providence First Trust Co | $19.0M | 188,307 | Added |
| 22 | NOVEM GROUP | $17.8M | 176,273 | Trimmed |
| 23 | Williams Financial, LLC | $17.0M | 168,887 | Added |
| 24 | First Heartland Consultants, Inc. | $16.5M | 163,225 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.4M | 163,013 | Added |