| 1 | Cambridge Investment Research Advisors, Inc. | $92.4M | 1.1M | Added |
| 2 | Resonant Capital Advisors, LLC | $65.4M | 791,780 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 545,252 | Added |
| 4 | LANDAAS & CO /WI /ADV | $41.9M | 507,447 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $36.4M | 446,543 | Added |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | $33.3M | 403,015 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $30.9M | 374,524 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $26.6M | 322,337 | Added |
| 9 | ARQ WEALTH ADVISORS, LLC | $24.8M | 311,203 | Added |
| 10 | PARK NATIONAL CORP /OH/ | $23.8M | 288,365 | Trimmed |
| 11 | Insight Wealth Strategies, LLC | $20.9M | 255,947 | New |
| 12 | Planned Solutions, Inc. | $20.1M | 243,037 | Added |
| 13 | D'Orazio & Associates, Inc. | $15.5M | 187,575 | Added |
| 14 | VALLEY NATIONAL ADVISERS INC | $13.3M | 160,609 | Trimmed |
| 15 | Embree Financial Group | $13.1M | 158,151 | New |
| 16 | Certified Advisory Corp | $12.5M | 151,403 | Added |
| 17 | CGN Advisors LLC | $11.7M | 141,881 | Added |
| 18 | Bauman Advisory Group, LLC | $11.5M | 139,714 | New |
| 19 | TRUIST FINANCIAL CORP | $10.4M | 126,294 | Added |
| 20 | Base Wealth Management LLC | $9.4M | 114,188 | New |
| 21 | PRINCIPAL SECURITIES, INC. | $9.4M | 113,680 | Added |
| 22 | Lakeshore Capital Group, Inc. | $9.2M | 111,760 | Added |
| 23 | Milestones Private Investment Advisors LLC | $8.2M | 99,259 | Added |
| 24 | GW HENSSLER & ASSOCIATES LTD | $8.2M | 99,178 | Trimmed |
| 25 | Key Client Fiduciary Advisors, LLC | $7.6M | 92,535 | Added |