| 1 | Trilogy Capital Inc. | $115.3M | 1.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $75.5M | 784,125 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $70.9M | 735,996 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $57.0M | 591,837 | Trimmed |
| 5 | Waterway Wealth Management, LLC | $56.8M | 655,697 | Trimmed |
| 6 | CLG LLC | $44.4M | 460,674 | Added |
| 7 | Lee-Kelleher Wealth Management | $36.7M | 381,301 | Trimmed |
| 8 | Private Advisor Group, LLC | $32.0M | 332,651 | Added |
| 9 | LRI Investments, LLC | $31.8M | 330,573 | Trimmed |
| 10 | Fox Financial, Inc | $30.0M | 311,911 | Trimmed |
| 11 | NerdWallet Wealth Partners, LLC | $25.4M | 263,948 | Added |
| 12 | Fairway Wealth LLC | $25.3M | 262,387 | Trimmed |
| 13 | FIDELIS iM, LLC | $25.3M | 262,348 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $20.7M | 214,927 | Trimmed |
| 15 | D.A. DAVIDSON & CO. | $20.2M | 209,571 | Trimmed |
| 16 | Revolve Wealth Partners, LLC | $19.1M | 198,080 | Added |
| 17 | truNorth Financial Services, Inc. | $14.5M | 150,248 | Added |
| 18 | ASPIRIANT, LLC | $12.2M | 126,165 | Added |
| 19 | United Advisor Group, LLC | $12.0M | 124,840 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 118,930 | Added |
| 21 | Concurrent Investment Advisors, LLC | $11.3M | 117,671 | Added |
| 22 | TopTier Wealth Management, LLC | $10.6M | 109,947 | Added |
| 23 | CX Institutional | $10.2M | 105,870 | Added |
| 24 | Key Financial Inc | $9.2M | 96,015 | Added |
| 25 | MOLLER WEALTH PARTNERS | $8.8M | 91,793 | Trimmed |