| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.6M | 891,078 | Added |
| 2 | Cetera Investment Advisers | $19.8M | 424,042 | Added |
| 3 | ASSETMARK, INC | $16.6M | 354,563 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $14.7M | 313,474 | Added |
| 5 | LPL Financial LLC | $10.8M | 230,451 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 205,015 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $9.3M | 199,308 | Trimmed |
| 8 | Atria Investments, Inc | $8.3M | 178,176 | New |
| 9 | REAP Financial Group, LLC | $8.0M | 170,547 | Added |
| 10 | OSAIC HOLDINGS, INC. | $7.9M | 169,136 | Added |
| 11 | Valtinson Bruner Financial Planning LLC | $6.9M | 146,856 | Trimmed |
| 12 | Rockefeller Capital Management L.P. | $5.9M | 125,531 | Trimmed |
| 13 | NEW WAVE WEALTH ADVISORS LLC | $5.4M | 115,024 | New |
| 14 | BAM Wealth Management, LLC | $4.7M | 100,600 | New |
| 15 | Tanglewood Legacy Advisors, LLC | $4.6M | 98,740 | Added |
| 16 | STEPHENS INC /AR/ | $4.1M | 87,483 | Added |
| 17 | Signal Advisors Wealth, LLC | $3.9M | 84,120 | Added |
| 18 | Kestra Advisory Services, LLC | $3.7M | 79,123 | Trimmed |
| 19 | CreativeOne Wealth, LLC | $3.6M | 77,316 | Added |
| 20 | TRUIST FINANCIAL CORP | $3.5M | 75,881 | Added |
| 21 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $3.4M | 72,699 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.8M | 59,884 | Added |
| 23 | Integrity Financial Corp /WA | $2.5M | 53,167 | Added |
| 24 | SMART Wealth LLC | $2.4M | 50,916 | Added |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.3M | 50,159 | Added |