| 1 | ENVESTNET ASSET MANAGEMENT INC | $77.2M | 826,631 | Added |
| 2 | American Financial Advisors, LLC | $43.6M | 467,369 | Added |
| 3 | Capital Advantage, Inc. | $40.3M | 431,472 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $38.8M | 415,574 | Trimmed |
| 5 | CHOREO, LLC | $28.8M | 308,892 | Added |
| 6 | WEATHERLY ASSET MANAGEMENT L. P. | $27.2M | 291,140 | Added |
| 7 | Ackerman Capital Advisors, LLC | $26.2M | 280,585 | Trimmed |
| 8 | Resonant Capital Advisors, LLC | $25.0M | 267,741 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.3M | 247,488 | Added |
| 10 | GEN Financial Management, INC. | $19.0M | 203,882 | Added |
| 11 | HOWARD FINANCIAL SERVICES, LTD. | $18.4M | 197,383 | Added |
| 12 | Avantax Planning Partners, Inc. | $18.1M | 193,578 | Added |
| 13 | EASTERN BANK | $17.7M | 189,602 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $14.6M | 156,441 | Added |
| 15 | Buttonwood Financial Advisors Inc. | $12.8M | 136,583 | Added |
| 16 | Human Investing LLC | $12.5M | 133,882 | Trimmed |
| 17 | DAGCO, INC. | $11.8M | 125,877 | Trimmed |
| 18 | Silver Lake Advisory, LLC | $11.7M | 125,809 | Trimmed |
| 19 | Revisor Wealth Management LLC | $11.2M | 119,706 | Added |
| 20 | Kohmann Bosshard Financial Services, LLC | $11.1M | 118,373 | Added |
| 21 | Kestra Advisory Services, LLC | $11.0M | 117,873 | Added |
| 22 | Wedmont Private Capital | $10.8M | 113,919 | Trimmed |
| 23 | Financial Perspectives, Inc | $10.2M | 109,719 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $10.2M | 109,130 | Trimmed |
| 25 | RTD Financial Advisors, Inc. | $10.0M | 106,984 | Trimmed |