| 1 | ENVESTNET ASSET MANAGEMENT INC | $254.8M | 2.4M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $168.0M | 1.6M | Added |
| 3 | TRUIST FINANCIAL CORP | $163.2M | 1.5M | Added |
| 4 | CITIGROUP INC | $116.9M | 1.1M | Added |
| 5 | Aaron Wealth Advisors LLC | $103.8M | 976,287 | Trimmed |
| 6 | WestHill Financial Advisors, Inc. | $79.7M | 749,559 | Trimmed |
| 7 | Hapanowicz & Associates Financial Services, Inc | $65.4M | 614,885 | Trimmed |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $55.5M | 521,732 | Added |
| 9 | Sequoia Financial Advisors, LLC | $38.4M | 361,452 | Trimmed |
| 10 | Bernardo Wealth Planning LLC | $36.3M | 341,766 | Added |
| 11 | Wealth Dimensions Group, Ltd. | $35.3M | 331,956 | Trimmed |
| 12 | M&T Bank Corp | $33.0M | 310,096 | Added |
| 13 | Windward Private Wealth Management Inc. | $32.8M | 308,428 | Added |
| 14 | Verdence Capital Advisors LLC | $28.3M | 266,193 | Trimmed |
| 15 | FSM Wealth Advisors, LLC | $25.2M | 237,335 | Added |
| 16 | Financial Synergies Wealth Advisors, Inc. | $23.1M | 217,227 | Trimmed |
| 17 | Waldron Private Wealth LLC | $22.3M | 209,590 | Trimmed |
| 18 | Zhang Financial LLC | $22.2M | 208,518 | Added |
| 19 | KICKSTAND VENTURES, LLC. | $19.5M | 183,726 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $15.2M | 143,206 | Added |
| 21 | 71 West Capital Partners | $13.9M | 130,521 | Added |
| 22 | Fifth Third Securities, Inc. | $13.4M | 126,048 | Added |
| 23 | Kestra Advisory Services, LLC | $12.8M | 120,493 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.8M | 118,043 | Added |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $12.3M | 115,623 | Added |