| 1 | ENVESTNET ASSET MANAGEMENT INC | $15.2M | 601,752 | Added |
| 2 | SAGESPRING WEALTH PARTNERS, LLC | $11.0M | 436,590 | Added |
| 3 | Strid Group, LLC | $9.9M | 390,620 | Added |
| 4 | Quotient Wealth Partners, LLC | $8.7M | 343,887 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 273,525 | Added |
| 6 | Private Advisor Group, LLC | $5.2M | 206,620 | Added |
| 7 | Concurrent Investment Advisors, LLC | $4.4M | 176,204 | New |
| 8 | TRUIST FINANCIAL CORP | $4.3M | 170,722 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $4.1M | 161,877 | Added |
| 10 | Fluent Financial, LLC | $4.0M | 158,224 | Added |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $3.3M | 131,764 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 107,871 | Added |
| 13 | TD PRIVATE CLIENT WEALTH LLC | $2.5M | 99,473 | New |
| 14 | Whipplewood Advisors, LLC | $2.2M | 86,368 | Added |
| 15 | Platform Technology Partners | $1.8M | 72,675 | Trimmed |
| 16 | DAVENPORT & Co LLC | $1.7M | 69,337 | Added |
| 17 | Cornerstone Wealth Group, LLC | $1.6M | 61,619 | Trimmed |
| 18 | Juno Financial Group LLC | $1.5M | 60,639 | Added |
| 19 | URS Advisory LLC | $1.4M | 55,939 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 52,122 | Trimmed |
| 21 | KENNEDY INVESTMENT GROUP | $1.3M | 51,044 | Added |
| 22 | Kestra Advisory Services, LLC | $1.2M | 46,790 | Added |
| 23 | Embree Financial Group | $1.1M | 42,650 | Trimmed |
| 24 | TME FINANCIAL, INC. | $912,963 | 36,200 | Added |
| 25 | Fourth Dimension Wealth, LLC | $901,052 | 35,728 | Added |