| 1 | ENVESTNET ASSET MANAGEMENT INC | $115.5M | 3.4M | Added |
| 2 | FUKOKU MUTUAL LIFE INSURANCE Co | $24.9M | 737,000 | Added |
| 3 | Avior Wealth Management, LLC | $23.0M | 680,906 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $20.7M | 611,347 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $19.2M | 568,583 | Added |
| 6 | ASSETMARK, INC | $14.1M | 417,961 | Added |
| 7 | Patriot Financial Group Insurance Agency, LLC | $10.9M | 321,436 | Trimmed |
| 8 | Decker Wealth Management LLC | $10.4M | 306,848 | New |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | $8.3M | 247,864 | Added |
| 10 | SOUTHERN CAPITAL SERVICES INC /ADV | $7.6M | 224,445 | Trimmed |
| 11 | Next Level Private LLC | $6.6M | 195,796 | Added |
| 12 | Cornerstone Wealth Group, LLC | $6.1M | 180,670 | Added |
| 13 | JB Capital LLC | $5.7M | 168,381 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $5.4M | 159,441 | Added |
| 15 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.8M | 142,708 | Added |
| 16 | Keeler Thomas Management LLC | $4.1M | 122,118 | New |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 105,580 | Added |
| 18 | United Advisor Group, LLC | $3.6M | 105,576 | Added |
| 19 | Kelly Financial Services LLC | $2.8M | 82,596 | Added |
| 20 | BEACON FINANCIAL GROUP | $2.8M | 82,531 | Added |
| 21 | DRIVE WEALTH MANAGEMENT, LLC | $2.7M | 80,714 | Added |
| 22 | Flagship Private Wealth, LLC | $2.6M | 77,637 | Added |
| 23 | 3EDGE Asset Management, LP | $2.5M | 74,096 | New |
| 24 | ARWA LLC | $2.5M | 72,833 | Added |
| 25 | Private Advisor Group, LLC | $2.4M | 70,321 | Added |