| 1 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 756,101 | Added |
| 2 | Baron Wealth Management LLC | $32.0M | 748,975 | Added |
| 3 | Koshinski Asset Management, Inc. | $27.4M | 641,960 | Added |
| 4 | TriaGen Wealth Management LLC | $26.1M | 610,254 | Added |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $25.5M | 596,243 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $25.0M | 585,710 | Added |
| 7 | AllGen Financial Advisors, Inc. | $17.7M | 414,857 | Added |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $16.6M | 389,743 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $10.3M | 241,190 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 208,293 | Added |
| 11 | FIRST HAWAIIAN BANK | $8.0M | 186,865 | Trimmed |
| 12 | RFG Advisory, LLC | $6.7M | 157,947 | Added |
| 13 | Mirador Capital Partners LP | $6.7M | 156,800 | Added |
| 14 | Ridgeline Wealth Planning, LLC | $5.8M | 136,735 | Trimmed |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $5.8M | 136,030 | Trimmed |
| 16 | CASTLE WEALTH MANAGEMENT LLC | $5.1M | 119,398 | Trimmed |
| 17 | DEFINED WEALTH MANAGEMENT, LLC | $5.0M | 116,835 | Trimmed |
| 18 | Owen LaRue, LLC | $4.8M | 112,613 | Added |
| 19 | Midwest Financial Group LLC | $4.7M | 109,924 | Added |
| 20 | Private Advisor Group, LLC | $4.7M | 109,897 | Added |
| 21 | Powers Advisory Group, LLC | $4.3M | 99,984 | Added |
| 22 | HBW ADVISORY SERVICES LLC | $4.0M | 94,753 | Added |
| 23 | Capital Investment Counsel, LLC | $3.5M | 81,816 | Added |
| 24 | Dynamic Advisor Solutions LLC | $2.6M | 60,601 | Added |
| 25 | Sowell Financial Services LLC | $2.4M | 55,752 | Added |