| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.22B | 26.3M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.14B | 24.7M | Trimmed |
| 3 | PRINCIPAL SECURITIES, INC. | $68.6M | 1.5M | Added |
| 4 | B. Riley Wealth Advisors, Inc. | $23.4M | 510,969 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $15.1M | 327,312 | New |
| 6 | Spire Wealth Management | $8.8M | 190,401 | Added |
| 7 | Farther Finance Advisors, LLC | $5.3M | 115,006 | Trimmed |
| 8 | WEDBUSH SECURITIES INC | $4.3M | 92,140 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.8M | 38,034 | Trimmed |
| 10 | Founders Financial Alliance, LLC | $1.7M | 37,229 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 25,935 | Added |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | $924,371 | 20,243 | Added |
| 13 | ASSETMARK, INC | $818,803 | 17,723 | Added |
| 14 | FSA WEALTH PARTNERS, INC. | $790,667 | 17,114 | Added |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $694,709 | 15,037 | Trimmed |
| 16 | Capital Asset Managemnet, LLC | $649,761 | 14,064 | Trimmed |
| 17 | QRG CAPITAL MANAGEMENT, INC. | $595,287 | 12,885 | Trimmed |
| 18 | Merit Financial Group, LLC | $584,799 | 12,658 | Trimmed |
| 19 | COURIER CAPITAL LLC | $492,769 | 10,666 | Hold |
| 20 | FLAGSTAR ADVISORS INC | $464,693 | 10,058 | Hold |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $326,773 | 7,073 | Trimmed |
| 22 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $303,395 | 6,567 | Added |
| 23 | Brookstone Capital Management | $285,978 | 6,190 | New |
| 24 | Pinnacle Bancorp, Inc. | $277,246 | 6,001 | Added |
| 25 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $242,642 | 5,252 | Hold |