| 1 | PRINCIPAL FINANCIAL GROUP INC | $904.7M | 12.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $184.9M | 2.6M | Trimmed |
| 3 | PRINCIPAL SECURITIES, INC. | $172.3M | 2.5M | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.1M | 483,654 | Added |
| 5 | TRUIST FINANCIAL CORP | $18.2M | 259,009 | Trimmed |
| 6 | Veracity Capital LLC | $17.0M | 243,029 | Added |
| 7 | Hudson Capital Management LLC | $13.6M | 193,743 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 178,518 | Trimmed |
| 9 | PSI Advisors, LLC | $10.7M | 152,856 | Added |
| 10 | First Heartland Consultants, Inc. | $10.6M | 150,760 | New |
| 11 | RFG - Bristol Wealth Advisors, LLC | $10.0M | 142,694 | Added |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $6.8M | 97,136 | Trimmed |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $5.3M | 75,022 | Added |
| 14 | Kestra Advisory Services, LLC | $5.0M | 71,456 | Added |
| 15 | Legacy CG, LLC | $4.2M | 59,520 | New |
| 16 | DEFINED WEALTH MANAGEMENT, LLC | $3.4M | 48,043 | New |
| 17 | Private Advisor Group, LLC | $3.2M | 46,041 | Added |
| 18 | Turning Point Benefit Group, Inc. | $3.1M | 44,046 | Added |
| 19 | Walleye Partners, LLC | $3.0M | 42,336 | Added |
| 20 | Northwest Wealth Advisors, LLC | $2.7M | 38,530 | Added |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.7M | 38,052 | Added |
| 22 | Integrity Financial Corp /WA | $2.5M | 36,031 | Added |
| 23 | Capital Investment Advisory Services, LLC | $2.0M | 28,724 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.7M | 23,717 | Added |
| 25 | Venture Visionary Partners LLC | $1.7M | 23,575 | Added |