| 1 | LPL Financial LLC | $251.6M | 4.4M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $129.6M | 2.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $129.4M | 2.2M | Added |
| 4 | PARK AVENUE SECURITIES LLC | $29.0M | 503,048 | Added |
| 5 | Hibernia Wealth Partners, LLC | $23.9M | 414,574 | Trimmed |
| 6 | Cerity Partners LLC | $22.5M | 389,682 | New |
| 7 | LANDMARK WEALTH MANAGEMENT, INC. | $16.8M | 290,312 | Added |
| 8 | Mariner, LLC | $16.0M | 277,050 | Trimmed |
| 9 | Signal Advisors Wealth, LLC | $13.0M | 224,307 | Added |
| 10 | Aspire Private Capital, LLC | $12.6M | 218,027 | Added |
| 11 | Mosley Wealth Management | $11.9M | 199,901 | Added |
| 12 | NewEdge Advisors, LLC | $11.7M | 85,909 | Trimmed |
| 13 | Cetera Investment Advisers | $10.5M | 181,016 | Added |
| 14 | HARBOUR INVESTMENTS, INC. | $10.4M | 180,197 | Added |
| 15 | AE Wealth Management LLC | $9.1M | 157,366 | Added |
| 16 | Raleigh Capital Management Inc. | $8.7M | 150,213 | Added |
| 17 | CreativeOne Wealth, LLC | $8.5M | 146,750 | Added |
| 18 | HighTower Advisors, LLC | $8.4M | 144,716 | Added |
| 19 | Summit Financial, LLC | $5.9M | 102,210 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $5.6M | 97,207 | Added |
| 21 | Sanctuary Advisors, LLC | $5.4M | 94,324 | Trimmed |
| 22 | Private Advisor Group, LLC | $5.2M | 89,691 | Added |
| 23 | Kestra Advisory Services, LLC | $4.9M | 84,859 | Trimmed |
| 24 | PRINCIPAL SECURITIES, INC. | $4.3M | 74,030 | Added |
| 25 | Legacy Wealth Partners, LLC | $4.3M | 73,754 | Added |