| 1 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 1.5M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $44.9M | 1.3M | Added |
| 3 | ASSETMARK, INC | $28.4M | 849,036 | Trimmed |
| 4 | CONTINUUM WEALTH ADVISORS, LLC | $13.6M | 407,023 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $11.9M | 356,282 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.5M | 253,228 | Added |
| 7 | Aspire Private Capital, LLC | $7.0M | 209,445 | Added |
| 8 | Signal Advisors Wealth, LLC | $4.4M | 130,572 | Added |
| 9 | Raleigh Capital Management Inc. | $3.9M | 116,452 | Added |
| 10 | PRINCIPAL SECURITIES, INC. | $3.4M | 100,384 | Added |
| 11 | AE Wealth Management LLC | $2.9M | 85,845 | Added |
| 12 | Capital Investment Management, Inc. | $2.3M | 67,523 | Added |
| 13 | Valtinson Bruner Financial Planning LLC | $2.2M | 65,477 | Added |
| 14 | Midwest Financial Network, LLC | $1.8M | 54,583 | New |
| 15 | Concurrent Investment Advisors, LLC | $1.6M | 47,612 | Added |
| 16 | Belpointe Asset Management LLC | $1.6M | 47,311 | Added |
| 17 | Legacy Wealth Partners, LLC | $1.5M | 45,575 | Added |
| 18 | NOVUS ADVISORS, LLC | $1.3M | 40,380 | Added |
| 19 | JOHNSON INVESTMENT COUNSEL INC | $1.3M | 37,454 | Hold |
| 20 | Global Financial Private Client, LLC | $1.2M | 35,959 | Added |
| 21 | LOCKERMAN FINANCIAL GROUP, INC. | $1.2M | 35,436 | Added |
| 22 | Sharkey, Howes & Javer | $1.2M | 35,411 | Trimmed |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC | $1.2M | 34,517 | Trimmed |
| 24 | RFG Advisory, LLC | $969,470 | 29,000 | Trimmed |
| 25 | Balefire, LLC | $897,997 | 26,862 | Trimmed |