| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.13B | 9.5M | Added |
| 2 | Quotient Wealth Partners, LLC | $436.4M | 3.7M | Trimmed |
| 3 | Orgel Wealth Management, LLC | $404.4M | 3.4M | Trimmed |
| 4 | AE Wealth Management LLC | $353.4M | 3.0M | Trimmed |
| 5 | Private Advisor Group, LLC | $311.7M | 2.6M | Added |
| 6 | TRUIST FINANCIAL CORP | $310.9M | 2.6M | Added |
| 7 | HB Wealth Management, LLC | $291.0M | 2.4M | Trimmed |
| 8 | Connecticut Wealth Management, LLC | $258.2M | 2.2M | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $206.7M | 1.7M | Added |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $202.3M | 1.8M | Added |
| 11 | CoreCap Advisors, LLC | $177.2M | 1.5M | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $176.3M | 1.5M | Added |
| 13 | OLD NATIONAL BANCORP /IN/ | $170.1M | 1.4M | Trimmed |
| 14 | Octavia Wealth Advisors, LLC | $166.7M | 1.4M | Added |
| 15 | AlphaStar Capital Management, LLC | $160.9M | 1.4M | Added |
| 16 | BENJAMIN EDWARDS INC | $157.2M | 1.3M | Trimmed |
| 17 | Syntegra Private Wealth Group, LLC | $155.7M | 1.3M | Trimmed |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | $144.8M | 1.2M | Added |
| 19 | First National Trust Co | $138.5M | 1.2M | Trimmed |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $134.2M | 1.1M | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $126.7M | 1.1M | Added |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $108.5M | 911,956 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $101.7M | 854,452 | Trimmed |
| 24 | KWB Wealth | $95.0M | 798,372 | Trimmed |
| 25 | SilverOak Wealth Management LLC | $81.1M | 681,977 | Added |