| 1 | ENVESTNET ASSET MANAGEMENT INC | $61.9M | 1.2M | Added |
| 2 | Prasad Wealth Partners, LLC | $21.6M | 410,619 | Added |
| 3 | LifeWealth Investments, LLC | $19.6M | 371,319 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $18.7M | 355,242 | Added |
| 5 | Holos Integrated Wealth LLC | $18.3M | 347,147 | Added |
| 6 | MTM FINANCIAL GROUP, LLC | $12.9M | 245,663 | New |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 224,575 | Added |
| 8 | Quadcap Wealth Management, LLC | $10.5M | 200,096 | New |
| 9 | Buska Wealth Management, LLC | $10.4M | 196,837 | Added |
| 10 | Kestra Advisory Services, LLC | $9.8M | 185,124 | Added |
| 11 | KFG WEALTH MANAGEMENT, LLC | $7.3M | 139,152 | Added |
| 12 | Caliber Wealth Management, LLC / KS | $6.4M | 121,964 | Added |
| 13 | Merit Financial Group, LLC | $4.7M | 88,808 | Added |
| 14 | COLUMBIA ADVISORY PARTNERS LLC | $4.1M | 76,934 | Added |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $2.9M | 55,939 | New |
| 16 | Wealthcare Advisory Partners LLC | $2.7M | 50,738 | Trimmed |
| 17 | Southland Equity Partners LLC | $2.6M | 50,291 | Hold |
| 18 | Blue Trust, Inc. | $2.6M | 49,472 | Trimmed |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 47,933 | Added |
| 20 | Comprehensive Financial Consultants Institutional, Inc. | $2.5M | 47,246 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $2.4M | 46,348 | Added |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $2.3M | 43,934 | Trimmed |
| 23 | Focus Financial Network, Inc. | $2.3M | 43,040 | Added |
| 24 | Diligent Investors, LLC | $2.2M | 41,524 | Added |
| 25 | Lineweaver Wealth Advisors, LLC | $2.1M | 39,917 | Hold |