| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.3M | 1.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $112.5M | 1.0M | Trimmed |
| 3 | Trust Co | $89.0M | 806,478 | Added |
| 4 | Marks Wealth, LLC | $83.5M | 756,645 | Trimmed |
| 5 | ASSETMARK, INC | $81.3M | 736,803 | Added |
| 6 | Townsend & Associates, Inc | $73.3M | 664,440 | Added |
| 7 | OAKWORTH CAPITAL, INC. | $67.3M | 610,581 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $59.5M | 539,468 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $48.0M | 435,183 | Added |
| 10 | Hansen & Associates Financial Group, Inc. | $47.1M | 427,909 | Trimmed |
| 11 | Able Wealth Management LLC | $43.3M | 392,113 | Added |
| 12 | Banco Santander, S.A. | $38.7M | 350,783 | Added |
| 13 | Bulltick Wealth Management, LLC | $38.4M | 347,973 | Added |
| 14 | FINANCIAL CONSULATE, INC | $38.4M | 347,758 | Added |
| 15 | Client First Capital LLC | $30.5M | 276,188 | Trimmed |
| 16 | OPPENHEIMER & CO INC | $30.1M | 272,788 | Trimmed |
| 17 | Alpha Zero LLC | $25.7M | 233,407 | Added |
| 18 | Legacy Advisory Services, LLC | $23.1M | 209,359 | Trimmed |
| 19 | AdvisorNet Financial, Inc | $22.3M | 201,808 | Added |
| 20 | Farther Finance Advisors, LLC | $20.2M | 183,302 | Trimmed |
| 21 | SIMON QUICK ADVISORS, LLC | $19.8M | 179,338 | Added |
| 22 | Sulzberger Capital Advisors, Inc. | $19.0M | 172,589 | Trimmed |
| 23 | STABLEFORD CAPITAL II LLC | $18.2M | 164,909 | Added |
| 24 | Sierra Legacy Group | $17.8M | 161,125 | Trimmed |
| 25 | Fairvoy Private Wealth, LLC | $17.0M | 154,476 | Added |