| 1 | ENVESTNET ASSET MANAGEMENT INC | $29.9M | 461,874 | Added |
| 2 | Unison Advisors LLC | $29.0M | 448,588 | Added |
| 3 | ASSETMARK, INC | $20.8M | 321,124 | Added |
| 4 | PARK AVENUE SECURITIES LLC | $17.6M | 271,602 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $16.1M | 248,897 | Added |
| 6 | BIP Wealth, LLC | $10.7M | 164,935 | Added |
| 7 | Checchi Capital Advisers, LLC | $10.6M | 163,820 | Added |
| 8 | Baker Ellis Asset Management LLC | $10.6M | 163,084 | Trimmed |
| 9 | Cascade Financial Partners, LLC | $9.8M | 151,624 | Added |
| 10 | BLUELINE ADVISORS LLC | $8.1M | 125,091 | Added |
| 11 | O'Connor Financial Group LLC | $7.9M | 122,017 | Added |
| 12 | Discipline Wealth Solutions, LLC | $7.6M | 118,161 | Trimmed |
| 13 | Stonebridge Wealth Management, LLC | $7.6M | 117,940 | Added |
| 14 | Shore Point Advisors, LLC | $5.6M | 109,806 | Added |
| 15 | Leibman Financial Services, Inc. | $5.2M | 80,367 | Added |
| 16 | BKM Wealth Management, LLC | $4.7M | 72,376 | Trimmed |
| 17 | Inlight Wealth Management, LLC | $4.4M | 67,498 | Trimmed |
| 18 | Econ Financial Services Corp | $4.4M | 67,391 | Added |
| 19 | United Advisor Group, LLC | $3.5M | 54,683 | Added |
| 20 | Haven Private, LLC | $3.2M | 49,464 | Trimmed |
| 21 | Nicholas Hoffman & Company, LLC. | $3.1M | 47,511 | Trimmed |
| 22 | Midway Capital Research & Management | $2.9M | 45,268 | Added |
| 23 | Kestra Advisory Services, LLC | $2.9M | 44,065 | Added |
| 24 | Alpha Omega Wealth Management LLC | $2.8M | 43,252 | Added |
| 25 | Great Point Wealth Advisors, LLC | $2.7M | 41,317 | Trimmed |