| 1 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 983,337 | Added |
| 2 | Lebenthal Global Advisors, LLC | $16.2M | 663,814 | Trimmed |
| 3 | INVENIO WEALTH PARTNERS LLC | $11.2M | 461,315 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $11.2M | 459,502 | Added |
| 5 | Hudock, Inc. | $10.1M | 413,499 | Added |
| 6 | Avior Wealth Management, LLC | $9.1M | 372,122 | Added |
| 7 | Concurrent Investment Advisors, LLC | $8.7M | 358,065 | New |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $8.4M | 346,856 | New |
| 9 | Dynamic Advisor Solutions LLC | $8.4M | 345,958 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $7.8M | 319,484 | Added |
| 11 | Elyxium Wealth, LLC | $7.5M | 308,739 | Added |
| 12 | GGM Financials LLC | $7.0M | 286,032 | Added |
| 13 | Darwin Wealth Management, LLC | $6.9M | 282,152 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 275,944 | Added |
| 15 | Clear Trail Advisors, LLC | $6.2M | 256,024 | Added |
| 16 | 46 Peaks LLC | $4.5M | 183,900 | Added |
| 17 | Smallwood Wealth Investment Management, LLC | $4.4M | 182,366 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 164,655 | Trimmed |
| 19 | Avantax Planning Partners, Inc. | $4.0M | 162,453 | Trimmed |
| 20 | Evergreen Private Wealth LLC | $3.8M | 157,574 | Added |
| 21 | Bernardo Wealth Planning LLC | $3.8M | 154,889 | Trimmed |
| 22 | Brady Martz Wealth Solutions, LLC | $3.7M | 153,847 | Trimmed |
| 23 | AdvisorNet Financial, Inc | $3.4M | 140,118 | Trimmed |
| 24 | Clark Wealth Partners | $2.6M | 105,631 | Added |
| 25 | Hapanowicz & Associates Financial Services, Inc | $2.5M | 103,845 | Added |