| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $663.6M | 7.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $606.5M | 6.7M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $522.5M | 5.9M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $97.4M | 1.1M | Added |
| 5 | Independence Asset Advisors, LLC | $88.5M | 982,557 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $78.6M | 872,719 | Added |
| 7 | Evensky & Katz LLC | $68.9M | 765,065 | Trimmed |
| 8 | Demars Financial Group, LLC | $66.1M | 733,638 | Added |
| 9 | Paragon Capital Management Ltd | $62.9M | 698,569 | Trimmed |
| 10 | Family Investment Center, Inc. | $48.2M | 535,311 | Added |
| 11 | Private Advisor Group, LLC | $44.5M | 494,162 | Added |
| 12 | UNION SAVINGS BANK | $44.3M | 491,653 | Added |
| 13 | WEALTH MANAGEMENT RESOURCES, INC. | $43.2M | 478,990 | Added |
| 14 | Sequoia Financial Advisors, LLC | $42.2M | 468,394 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $42.1M | 467,672 | Added |
| 16 | SAX WEALTH ADVISORS, LLC | $40.8M | 542,051 | Added |
| 17 | Wealth Enhancement Trust Services, Inc. | $38.1M | 422,624 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $37.4M | 415,333 | Trimmed |
| 19 | Clearview Wealth Management LLC | $36.3M | 402,989 | Trimmed |
| 20 | Orgel Wealth Management, LLC | $35.7M | 395,689 | Trimmed |
| 21 | Ballast, Inc. | $33.2M | 368,869 | Trimmed |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | $31.8M | 353,193 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $30.7M | 340,277 | Added |
| 24 | SUMMIT WEALTH GROUP LLC / CO | $27.5M | 305,169 | Trimmed |
| 25 | Rollins Financial Advisors, LLC | $27.4M | 304,049 | Added |