| 1 | ENVESTNET ASSET MANAGEMENT INC | $560.2M | 17.7M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $421.7M | 13.3M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $304.6M | 9.6M | Added |
| 4 | Keystone Financial Planning, Inc. | $198.2M | 6.3M | Trimmed |
| 5 | Avantax Planning Partners, Inc. | $171.0M | 5.4M | Trimmed |
| 6 | HHM Wealth Advisors, LLC | $168.5M | 5.3M | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $154.8M | 4.8M | Trimmed |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | $141.8M | 4.5M | Added |
| 9 | Kestra Advisory Services, LLC | $115.3M | 3.6M | Added |
| 10 | TRUIST FINANCIAL CORP | $103.4M | 3.3M | Added |
| 11 | Berger Financial Group, Inc | $101.6M | 3.2M | Added |
| 12 | Golden Reserve Retirement LLC | $74.2M | 2.3M | Added |
| 13 | Asset Advisors Investment Management, LLC | $73.8M | 2.3M | Trimmed |
| 14 | Mirae Asset Global Investments Co., Ltd. | $65.8M | 2.1M | Added |
| 15 | D.A. DAVIDSON & CO. | $62.0M | 2.0M | Trimmed |
| 16 | HOWARD FINANCIAL SERVICES, LTD. | $61.9M | 2.0M | Added |
| 17 | Spinnaker Investment Group, LLC | $61.3M | 1.9M | Added |
| 18 | Summit Financial Wealth Advisors, LLC | $61.0M | 1.9M | Added |
| 19 | Brookstone Capital Management | $59.9M | 1.9M | Added |
| 20 | Allied Investment Advisors, LLC | $59.3M | 1.9M | Added |
| 21 | STEPHENS INC /AR/ | $59.3M | 1.9M | Added |
| 22 | Focus Financial Network, Inc. | $57.7M | 1.8M | Trimmed |
| 23 | Whelan Financial | $56.7M | 1.8M | Added |
| 24 | HB Wealth Management, LLC | $56.5M | 1.8M | Added |
| 25 | Scott Capital Advisors, LLC | $54.5M | 1.7M | Trimmed |