| 1 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 449,502 | Trimmed |
| 2 | CWM, LLC | $11.8M | 446,576 | Added |
| 3 | VanWeelden Wealth Management, LLC | $10.1M | 381,918 | Trimmed |
| 4 | Visionary Wealth Advisors | $7.4M | 280,589 | Added |
| 5 | Triad Wealth Partners, LLC | $7.2M | 273,585 | Added |
| 6 | Orion Porfolio Solutions, LLC | $5.1M | 194,160 | Added |
| 7 | ATX Financial Planning, LLC | $5.1M | 192,402 | Added |
| 8 | Kestra Advisory Services, LLC | $5.1M | 192,340 | Added |
| 9 | Sigma Planning Corp | $4.6M | 173,818 | Added |
| 10 | Balance Wealth, LLC | $4.0M | 150,758 | New |
| 11 | Brookstone Capital Management | $3.6M | 135,875 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.9M | 110,968 | Added |
| 13 | Signal Advisors Wealth, LLC | $2.5M | 95,511 | Added |
| 14 | Maia Wealth LLC | $2.1M | 79,332 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $1.9M | 70,318 | Added |
| 16 | Encompass More Asset Management | $1.7M | 65,607 | Added |
| 17 | PLANWISER FINANCIAL, LLC | $1.3M | 50,268 | Added |
| 18 | SIGNATUREFD, LLC | $1.3M | 47,853 | Added |
| 19 | Sovran Advisors, LLC | $989,858 | 37,451 | Added |
| 20 | Cetera Investment Advisers | $985,597 | 37,390 | Added |
| 21 | Atria Investments, Inc | $936,940 | 35,544 | New |
| 22 | JANE STREET GROUP, LLC | $933,750 | 35,423 | Added |
| 23 | MORGAN STANLEY | $904,385 | 34,309 | New |
| 24 | OSAIC HOLDINGS, INC. | $775,037 | 29,402 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $694,705 | 26,355 | New |