| 1 | HB Wealth Management, LLC | $1.37B | 5.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $609.8M | 2.6M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $544.8M | 2.3M | Trimmed |
| 4 | SIGNATUREFD, LLC | $540.3M | 2.3M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $413.1M | 1.7M | Added |
| 6 | Modera Wealth Management, LLC | $392.7M | 1.7M | Added |
| 7 | Joel Isaacson & Co., LLC | $324.5M | 1.4M | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $319.9M | 1.3M | Added |
| 9 | Howard Capital Management Inc. | $284.4M | 1.2M | Trimmed |
| 10 | DAVENPORT & Co LLC | $234.9M | 992,810 | Added |
| 11 | Confluence Wealth Services, Inc. | $234.2M | 989,945 | Added |
| 12 | ASPIRIANT, LLC | $226.0M | 955,047 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $191.4M | 809,037 | Trimmed |
| 14 | Robertson Stephens Wealth Management, LLC | $181.8M | 768,127 | Added |
| 15 | Nicholas Hoffman & Company, LLC. | $177.8M | 751,455 | Added |
| 16 | Diversified Enterprises, LLC | $170.3M | 719,567 | Added |
| 17 | Kestra Advisory Services, LLC | $166.0M | 701,711 | Added |
| 18 | Private Advisor Group, LLC | $141.4M | 597,388 | Added |
| 19 | TRUST POINT INC. | $131.7M | 556,557 | Trimmed |
| 20 | TD PRIVATE CLIENT WEALTH LLC | $105.4M | 445,642 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $89.5M | 378,079 | Added |
| 22 | Sequoia Financial Advisors, LLC | $87.9M | 371,405 | Added |
| 23 | Brookstone Capital Management | $85.7M | 362,292 | Added |
| 24 | Hubbell Strickland Wealth Management, LLC | $80.2M | 338,905 | Trimmed |
| 25 | Paragon Capital Management Ltd | $69.8M | 295,185 | Trimmed |