| 1 | Joel Isaacson & Co., LLC | $440.5M | 2.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $169.2M | 1.1M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $133.0M | 873,659 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $105.0M | 689,697 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $59.7M | 392,287 | Added |
| 6 | BENJAMIN EDWARDS INC | $43.6M | 286,769 | Added |
| 7 | MARINO, STRAM & ASSOCIATES LLC | $42.6M | 279,804 | Added |
| 8 | Kestra Advisory Services, LLC | $40.8M | 267,979 | Added |
| 9 | Wolff Financial Management LLC | $40.1M | 263,340 | Added |
| 10 | Linscomb Wealth, Inc. | $36.8M | 242,037 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.6M | 224,206 | Added |
| 12 | Klingman & Associates, LLC | $28.5M | 187,332 | Trimmed |
| 13 | NWF Advisory Services Inc. | $28.0M | 183,880 | Added |
| 14 | Graves Light Lenhart Wealth, Inc. | $27.6M | 181,578 | Trimmed |
| 15 | Private Advisor Group, LLC | $26.3M | 173,016 | Added |
| 16 | Jackson, Grant Investment Advisers, Inc. | $25.9M | 170,164 | Trimmed |
| 17 | Regent Peak Wealth Advisors LLC | $23.4M | 153,565 | Added |
| 18 | Capital Advisors, Ltd. LLC | $22.1M | 145,540 | Trimmed |
| 19 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $20.1M | 132,295 | Added |
| 20 | Mesirow Financial Investment Management, Inc. | $16.7M | 109,968 | Trimmed |
| 21 | Associated Banc-Corp | $16.3M | 107,071 | Added |
| 22 | Hubbell Strickland Wealth Management, LLC | $16.1M | 105,649 | Trimmed |
| 23 | CRA Financial Services, LLC | $14.0M | 91,795 | Trimmed |
| 24 | HB Wealth Management, LLC | $13.7M | 89,726 | Added |
| 25 | M&T Bank Corp | $13.1M | 85,771 | Added |