| 1 | Cambridge Investment Research Advisors, Inc. | $213.8M | 5.0M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $157.4M | 3.6M | Added |
| 3 | PARK NATIONAL CORP /OH/ | $152.3M | 3.5M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $145.0M | 3.4M | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $118.8M | 2.8M | Added |
| 6 | LVZ, Inc. | $116.7M | 2.7M | Added |
| 7 | Kestra Advisory Services, LLC | $73.4M | 1.7M | Added |
| 8 | Southern Financial Group, LLC | $56.4M | 1.3M | New |
| 9 | Private Advisor Group, LLC | $55.3M | 1.3M | Trimmed |
| 10 | MGO ONE SEVEN LLC | $38.7M | 897,391 | Added |
| 11 | JSF Financial, LLC | $38.2M | 886,168 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.2M | 870,714 | Added |
| 13 | D.A. DAVIDSON & CO. | $36.7M | 850,035 | Added |
| 14 | Prospera Financial Services Inc | $34.4M | 796,153 | Trimmed |
| 15 | GW HENSSLER & ASSOCIATES LTD | $29.8M | 690,450 | Added |
| 16 | Decker Wealth Management LLC | $28.1M | 650,826 | Added |
| 17 | Trilogy Capital Inc. | $25.2M | 583,903 | Added |
| 18 | Wagner Wealth Management, LLC | $21.6M | 501,563 | Added |
| 19 | Crumly & Associates Inc. | $20.2M | 468,829 | Added |
| 20 | Sanchez Wealth Management Group | $20.1M | 466,604 | Added |
| 21 | Focus Financial Network, Inc. | $19.1M | 442,090 | Added |
| 22 | Advantage Trust Co | $19.0M | 439,357 | Trimmed |
| 23 | DAGCO, INC. | $18.5M | 428,281 | Added |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $18.1M | 418,522 | Added |
| 25 | Solano Wealth Investment Advisors LLC | $18.0M | 416,944 | Trimmed |