| 1 | AE Wealth Management LLC | $270.3M | 6.5M | Trimmed |
| 2 | MORGAN STANLEY | $116.1M | 2.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $85.6M | 2.1M | Added |
| 4 | AMERICAN CENTURY COMPANIES INC | $65.0M | 1.6M | Added |
| 5 | Verus Financial Partners, Inc. | $64.4M | 1.6M | Added |
| 6 | Janney Montgomery Scott LLC | $60.2M | 1.5M | Added |
| 7 | Simplicity Wealth,LLC | $53.2M | 1.3M | Added |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $47.7M | 1.2M | Added |
| 9 | REGATTA CAPITAL GROUP, LLC | $35.8M | 865,475 | Added |
| 10 | BCR Wealth Strategies, LLC | $35.4M | 853,777 | Added |
| 11 | Echo Wealth Management, LLC | $34.3M | 828,460 | Added |
| 12 | LPL Financial LLC | $33.6M | 811,747 | Trimmed |
| 13 | Pacific Life Fund Advisors LLC | $31.2M | 754,164 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $29.3M | 708,154 | Added |
| 15 | Allegiance Financial Group Advisory Services LLC | $28.3M | 683,919 | Added |
| 16 | Hill Investment Group Partners, LLC | $27.6M | 667,155 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $27.0M | 651,414 | Added |
| 18 | Highland Financial Advisors, LLC | $24.6M | 594,740 | Added |
| 19 | Centennial Wealth Advisory LLC | $22.9M | 553,222 | Added |
| 20 | Royal Bank of Canada | $21.8M | 526,744 | Added |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $21.8M | 526,067 | New |
| 22 | Creative Planning | $21.6M | 521,414 | Added |
| 23 | LexAurum Advisors, LLC | $21.3M | 514,015 | Added |
| 24 | Garrett Wealth Advisory Group, LLC | $20.6M | 497,752 | New |
| 25 | TRUIST FINANCIAL CORP | $17.3M | 417,865 | Added |