| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.09B | 61.8M | Trimmed |
| 2 | Avantax Planning Partners, Inc. | $506.0M | 15.0M | Trimmed |
| 3 | MATHER GROUP, LLC. | $440.2M | 13.0M | Trimmed |
| 4 | McAdam, LLC | $288.9M | 8.5M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $201.7M | 6.0M | Added |
| 6 | Thrive Wealth Management, LLC | $183.8M | 5.4M | Added |
| 7 | Focus Financial Network, Inc. | $147.6M | 4.4M | Trimmed |
| 8 | Marquette Asset Management, LLC | $145.3M | 4.3M | Added |
| 9 | Golden Reserve Retirement LLC | $143.8M | 4.2M | Added |
| 10 | Krilogy Financial LLC | $126.7M | 3.7M | Added |
| 11 | HHM Wealth Advisors, LLC | $126.2M | 3.7M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $122.8M | 3.6M | Trimmed |
| 13 | PARK AVENUE SECURITIES LLC | $118.2M | 3.5M | Added |
| 14 | TRUIST FINANCIAL CORP | $115.2M | 3.4M | Added |
| 15 | RAINEY & RANDALL WEALTH ADVISORS INC. | $105.7M | 3.1M | Added |
| 16 | Gemmer Asset Management LLC | $104.9M | 3.1M | Added |
| 17 | Savvy Advisors, Inc. | $103.6M | 3.1M | Added |
| 18 | Legacy Financial Strategies, LLC | $99.4M | 2.9M | Added |
| 19 | Berger Financial Group, Inc | $96.2M | 2.8M | Added |
| 20 | Kestra Advisory Services, LLC | $91.0M | 2.7M | Added |
| 21 | ASSETMARK, INC | $87.6M | 2.6M | Trimmed |
| 22 | ANGELES WEALTH MANAGEMENT, LLC | $82.1M | 2.4M | Added |
| 23 | Charles Schwab Trust Co | $78.2M | 2.3M | Added |
| 24 | HRC WEALTH MANAGEMENT, LLC | $75.8M | 2.2M | Trimmed |
| 25 | Koshinski Asset Management, Inc. | $74.3M | 2.2M | Added |