| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.00B | 24.8M | Added |
| 2 | JMG Financial Group, Ltd. | $454.9M | 5.6M | Added |
| 3 | Nicholas Hoffman & Company, LLC. | $384.7M | 4.8M | Added |
| 4 | Border to Coast Pensions Partnership Ltd | $327.9M | 4.1M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $316.6M | 3.9M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $218.4M | 2.7M | Added |
| 7 | SigFig Wealth Management, LLC | $202.1M | 2.5M | Added |
| 8 | TRUIST FINANCIAL CORP | $158.0M | 2.0M | Added |
| 9 | Joel Isaacson & Co., LLC | $155.8M | 1.9M | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $144.3M | 1.8M | Added |
| 11 | INVICTUS PRIVATE WEALTH, LLC | $142.1M | 1.8M | Added |
| 12 | Chicago Partners Investment Group LLC | $136.3M | 1.7M | Added |
| 13 | Kestra Advisory Services, LLC | $136.0M | 1.7M | Added |
| 14 | Catalyst Capital Advisors LLC | $135.2M | 1.7M | Added |
| 15 | Millburn Ridgefield LLC /DE/ | $135.2M | 1.7M | Added |
| 16 | Merit Financial Group, LLC | $134.9M | 1.7M | Added |
| 17 | Cullen/Frost Bankers, Inc. | $133.6M | 1.7M | Added |
| 18 | Financial Synergies Wealth Advisors, Inc. | $123.1M | 1.5M | Added |
| 19 | CENTRAL TRUST Co | $100.5M | 1.2M | Added |
| 20 | Nadler Financial Group, Inc. | $97.7M | 1.2M | Added |
| 21 | COUNTRY TRUST BANK | $96.5M | 1.2M | Added |
| 22 | ASSETMARK, INC | $90.2M | 1.1M | Added |
| 23 | DAVENPORT & Co LLC | $88.2M | 1.1M | Added |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $87.1M | 1.1M | New |
| 25 | SilverOak Wealth Management LLC | $84.7M | 1.1M | Added |