| 1 | ENVESTNET ASSET MANAGEMENT INC | $31.8M | 1.3M | Added |
| 2 | WJ Interests, LLC | $17.6M | 707,494 | Added |
| 3 | Curated Wealth Partners LLC | $13.6M | 9.9M | Added |
| 4 | COURIER CAPITAL LLC | $8.0M | 322,755 | New |
| 5 | Jacksonville Wealth Management, LLC | $5.6M | 222,896 | Trimmed |
| 6 | Auour Investments LLC | $4.4M | 178,056 | New |
| 7 | Ashton Thomas Private Wealth, LLC | $2.6M | 105,332 | New |
| 8 | SilverOak Wealth Management LLC | $2.3M | 91,324 | Added |
| 9 | CORRADO ADVISORS, LLC | $2.1M | 83,443 | Added |
| 10 | Pettinga Financial Advisors LLC | $1.9M | 75,594 | Added |
| 11 | Hubbell Strickland Wealth Management, LLC | $1.3M | 52,376 | Trimmed |
| 12 | Cushing Capital Partners, LLC | $1.2M | 49,142 | Added |
| 13 | M Wealth Management, LLC | $953,349 | 38,241 | Added |
| 14 | Signal Advisors Wealth, LLC | $795,867 | 31,924 | Trimmed |
| 15 | Elmwood Wealth Management, Inc. | $387,662 | 15,550 | New |
| 16 | Walser Wealth Management Company, A Ltd Liability Co | $362,133 | 14,526 | New |
| 17 | Waterloo Capital, L.P. | $238,680 | 9,574 | New |
| 18 | Three Bearings Fiduciary Advisors, Inc. | $202,582 | 8,126 | New |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $202,028 | 8,143 | New |
| 20 | WHITTIER TRUST CO OF NEVADA INC | $125,013 | 5,049 | Hold |
| 21 | WHITTIER TRUST CO | $112,170 | 4,523 | Hold |
| 22 | AE Wealth Management LLC | $76,959 | 3,087 | New |
| 23 | ASHTON THOMAS SECURITIES, LLC | $44,475 | 1,784 | New |