| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $81.4M | 695,633 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $60.5M | 516,567 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $56.1M | 479,044 | Added |
| 4 | RVW Wealth, LLC | $15.5M | 132,672 | Added |
| 5 | MISSION WEALTH MANAGEMENT, LP | $14.6M | 124,436 | Added |
| 6 | WIN ADVISORS, INC | $11.6M | 99,015 | New |
| 7 | Impact Investors, Inc | $10.8M | 92,455 | Trimmed |
| 8 | Laurel Wealth Planning LLC | $10.1M | 86,349 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.6M | 82,840 | Added |
| 10 | DeDora Capital, Inc. | $9.4M | 80,070 | Added |
| 11 | Private Advisor Group, LLC | $7.8M | 66,777 | Added |
| 12 | ASSETMARK, INC | $7.3M | 62,774 | Trimmed |
| 13 | True Blue Financial, LLC | $5.3M | 45,647 | Trimmed |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | $5.3M | 45,133 | Added |
| 15 | Evolution Advisers, Inc. | $5.0M | 42,779 | Added |
| 16 | Kestra Advisory Services, LLC | $4.8M | 40,774 | Added |
| 17 | CRUX WEALTH ADVISORS | $4.2M | 36,108 | Added |
| 18 | OPPENHEIMER ASSET MANAGEMENT INC. | $3.4M | 29,368 | Added |
| 19 | Equita Financial Network, Inc. | $3.0M | 25,450 | Added |
| 20 | Scott Capital Advisors, LLC | $2.9M | 25,039 | Added |
| 21 | Clarity Asset Management, Inc. | $2.9M | 24,517 | Trimmed |
| 22 | Mascoma Wealth Management LLC | $2.8M | 24,199 | Added |
| 23 | Elevation Capital Advisory, LLC | $2.6M | 22,154 | New |
| 24 | Revolve Wealth Partners, LLC | $2.5M | 21,333 | Trimmed |
| 25 | Wealth Advisory Team LLC | $2.2M | 18,857 | Trimmed |