| 1 | Envestnet Portfolio Solutions, Inc. | $455.2M | 15.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $421.2M | 14.3M | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $21.3M | 725,014 | Added |
| 4 | Spire Wealth Management | $6.0M | 204,021 | Added |
| 5 | B. Riley Wealth Advisors, Inc. | $5.9M | 199,369 | Added |
| 6 | PARK AVENUE SECURITIES LLC | $2.8M | 94,627 | Added |
| 7 | WEDBUSH SECURITIES INC | $2.3M | 76,856 | Added |
| 8 | Farther Finance Advisors, LLC | $2.0M | 68,962 | Trimmed |
| 9 | Capital Asset Managemnet, LLC | $572,294 | 19,448 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $476,000 | 16,177 | Trimmed |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | $380,823 | 13,125 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $301,590 | 10,249 | Added |
| 13 | FSA WEALTH PARTNERS, INC. | $293,066 | 9,959 | New |
| 14 | Founders Financial Alliance, LLC | $254,074 | 8,634 | New |
| 15 | Pioneer Family Office, LLC | $115,943 | 3,940 | Hold |
| 16 | Pinnacle Bancorp, Inc. | $114,943 | 3,906 | Added |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $93,314 | 3,171 | New |
| 18 | IFP Advisors, Inc | $42,817 | 1,455 | Added |
| 19 | Golden State Wealth Management, LLC | $24,071 | 818 | New |
| 20 | Signature Resources Capital Management, LLC | $6,592 | 224 | Hold |
| 21 | Signature Equity Partners, LLC | $3,387 | 115 | Added |
| 22 | ASSETMARK, INC | $0 | 0 | Exited |