| 1 | ENVESTNET ASSET MANAGEMENT INC | $47.2M | 897,484 | Trimmed |
| 2 | Stonebridge Financial Group, LLC | $33.0M | 627,231 | Added |
| 3 | MBL Wealth, LLC | $26.6M | 505,308 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $25.4M | 483,492 | Added |
| 5 | Quotient Wealth Partners, LLC | $20.1M | 382,659 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $18.8M | 357,322 | Added |
| 7 | Wealth Alliance Advisory Group, LLC | $16.3M | 309,065 | Added |
| 8 | TRUIST FINANCIAL CORP | $13.5M | 255,838 | Trimmed |
| 9 | XY Planning Network, Inc. | $12.3M | 234,381 | Added |
| 10 | Austin Wealth Management, LLC | $12.1M | 231,539 | Trimmed |
| 11 | Avantax Planning Partners, Inc. | $11.1M | 211,128 | Trimmed |
| 12 | Benchmark Financial Wealth Advisors, LLC | $11.0M | 208,454 | Trimmed |
| 13 | AE Wealth Management LLC | $10.8M | 206,167 | Added |
| 14 | Morton Brown Family Wealth, LLC | $10.0M | 189,849 | Added |
| 15 | Flagstone Financial Management | $9.9M | 187,771 | Added |
| 16 | DAYMARK WEALTH PARTNERS, LLC | $9.8M | 185,947 | Added |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $8.6M | 162,865 | Trimmed |
| 18 | McNamara Financial Services, Inc. | $8.3M | 158,731 | Added |
| 19 | Equita Financial Network, Inc. | $8.2M | 156,738 | Added |
| 20 | ESG Planning DBA Harper Investing | $8.2M | 156,043 | Trimmed |
| 21 | BAILARD, INC. | $7.5M | 141,830 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $7.4M | 141,063 | Added |
| 23 | Newman Dignan & Sheerar, Inc. | $7.3M | 139,301 | Added |
| 24 | ERn Financial, LLC | $7.3M | 138,155 | Added |
| 25 | Elyxium Wealth, LLC | $7.2M | 136,827 | Added |