| 1 | ENVESTNET ASSET MANAGEMENT INC | $124.7M | 5.3M | Added |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $100.8M | 4.3M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 1.1M | Added |
| 4 | Miracle Mile Advisors, LLC | $18.5M | 785,536 | Added |
| 5 | ASSETMARK, INC | $12.7M | 539,236 | Trimmed |
| 6 | Avidian Wealth Enterprises, LLC | $11.3M | 480,354 | Trimmed |
| 7 | Ascent Group, LLC | $9.6M | 407,832 | Added |
| 8 | Archer Investment Management, LLC | $9.1M | 388,496 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $7.5M | 318,528 | Added |
| 10 | AE Wealth Management LLC | $7.5M | 317,983 | Added |
| 11 | Stewardship Advisors, LLC | $7.4M | 315,505 | Added |
| 12 | SIMON QUICK ADVISORS, LLC | $6.1M | 257,730 | Hold |
| 13 | Golden State Wealth Management, LLC | $5.7M | 240,582 | Added |
| 14 | Concurrent Investment Advisors, LLC | $5.3M | 223,380 | Added |
| 15 | TRAPHAGEN INVESTMENT ADVISORS LLC | $5.2M | 219,917 | Added |
| 16 | Petix & Botte Co | $4.9M | 206,208 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.8M | 204,844 | Added |
| 18 | MGO ONE SEVEN LLC | $4.7M | 200,311 | Added |
| 19 | Private Advisor Group, LLC | $4.6M | 195,005 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $4.6M | 194,307 | Added |
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.5M | 192,712 | Trimmed |
| 22 | 1900 WEALTH MANAGEMENT LLC | $4.5M | 191,594 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 191,575 | Added |
| 24 | Skyline Advisors, Inc. | $4.4M | 188,506 | Added |
| 25 | Quadrant Private Wealth Management, LLC | $4.4M | 188,024 | Added |