| 1 | ENVESTNET ASSET MANAGEMENT INC | $163.0M | 3.3M | Trimmed |
| 2 | Trust Co of Kansas | $41.7M | 832,998 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $41.0M | 819,263 | Added |
| 4 | Armstrong, Fleming & Moore, Inc | $29.1M | 580,080 | Added |
| 5 | Harbor Group, Inc. | $27.7M | 553,441 | Added |
| 6 | Koshinski Asset Management, Inc. | $17.1M | 341,636 | Added |
| 7 | Linscomb Wealth, Inc. | $14.5M | 289,957 | Added |
| 8 | D.A. DAVIDSON & CO. | $13.8M | 276,134 | Added |
| 9 | Sound Income Strategies, LLC | $13.6M | 271,438 | Added |
| 10 | CMH Wealth Management LLC | $7.9M | 157,576 | Added |
| 11 | National Wealth Management Group, LLC | $6.3M | 126,336 | Trimmed |
| 12 | BENJAMIN EDWARDS INC | $5.7M | 113,835 | Added |
| 13 | CROBAN | $5.7M | 113,403 | Added |
| 14 | Hopwood Financial Services, Inc. | $5.2M | 104,749 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $5.0M | 99,555 | Added |
| 16 | Kestra Advisory Services, LLC | $4.6M | 92,634 | Trimmed |
| 17 | Ducere Wealth Management LLC | $4.6M | 92,119 | Added |
| 18 | Capital Advisors, Ltd. LLC | $4.0M | 79,884 | Trimmed |
| 19 | REDW Wealth LLC | $3.9M | 78,276 | Added |
| 20 | TRUIST FINANCIAL CORP | $3.8M | 76,401 | Trimmed |
| 21 | MATRIX ASSET ADVISORS INC/NY | $3.8M | 76,038 | Trimmed |
| 22 | Maia Wealth LLC | $3.3M | 66,257 | Trimmed |
| 23 | AdvisorNet Financial, Inc | $3.3M | 66,099 | Added |
| 24 | Thayer Partners, LLC / MA | $3.1M | 61,365 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 59,690 | Trimmed |