| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.60B | 37.2M | Trimmed |
| 2 | PARK AVENUE SECURITIES LLC | $146.9M | 3.4M | Trimmed |
| 3 | Envestnet Portfolio Solutions, Inc. | $131.1M | 3.0M | Trimmed |
| 4 | Merit Financial Group, LLC | $67.3M | 1.6M | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $60.8M | 1.4M | Trimmed |
| 6 | JB Capital LLC | $51.0M | 1.2M | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $36.9M | 856,460 | Added |
| 8 | Advocacy Wealth Management, LLC | $32.2M | 747,703 | Trimmed |
| 9 | Goldstein Advisors, LLC | $28.7M | 665,525 | Trimmed |
| 10 | AE Wealth Management LLC | $25.1M | 583,385 | Trimmed |
| 11 | Ascent Group, LLC | $25.1M | 582,808 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $21.8M | 505,404 | Added |
| 13 | Atria Investments, Inc | $21.7M | 503,643 | Trimmed |
| 14 | MA Private Wealth | $21.3M | 492,941 | Added |
| 15 | Private Advisor Group, LLC | $20.3M | 469,890 | Trimmed |
| 16 | EQ LLC | $19.7M | 455,898 | Added |
| 17 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $19.2M | 445,384 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $17.6M | 407,476 | Trimmed |
| 19 | Sharkey, Howes & Javer | $16.1M | 372,847 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $15.0M | 348,109 | Trimmed |
| 21 | Scarborough Advisors, LLC | $14.0M | 327,282 | Trimmed |
| 22 | McKinley Carter Wealth Services, Inc. | $13.6M | 314,636 | Added |
| 23 | Farther Finance Advisors, LLC | $12.2M | 282,158 | Trimmed |
| 24 | Security Financial Services, INC. | $11.5M | 266,440 | Trimmed |
| 25 | Horst & Graben Wealth Management LLC | $11.2M | 261,595 | Trimmed |