| 1 | ENVESTNET ASSET MANAGEMENT INC | $16.4M | 302,364 | Added |
| 2 | TCP Asset Management, LLC | $14.9M | 275,800 | Added |
| 3 | Freedom Day Solutions, LLC | $11.2M | 206,894 | Added |
| 4 | Private Advisor Group, LLC | $8.1M | 148,886 | New |
| 5 | Stonebridge Wealth Management, LLC | $8.0M | 147,966 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 90,960 | Added |
| 7 | Cooper Financial Group | $4.4M | 80,902 | Added |
| 8 | Wealthcare Advisory Partners LLC | $4.1M | 76,529 | Trimmed |
| 9 | GREENLEAF TRUST | $3.9M | 71,594 | Added |
| 10 | Evanson Financial, LLC | $3.7M | 68,315 | New |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 67,442 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.6M | 48,304 | Added |
| 13 | Formidable Asset Management, LLC | $2.3M | 43,006 | Trimmed |
| 14 | Wealthcare Capital Partners, LLC | $2.3M | 42,872 | Added |
| 15 | Lansing Street Advisors | $2.3M | 42,412 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 40,823 | Trimmed |
| 17 | WealthPlan Investment Management, LLC | $2.0M | 37,527 | Trimmed |
| 18 | ShoreHaven Wealth Partners, LLC | $1.7M | 30,664 | Trimmed |
| 19 | Breakwater Capital Group | $1.6M | 30,138 | Added |
| 20 | IFP Advisors, Inc | $1.2M | 21,347 | Added |
| 21 | Great Diamond Partners, LLC | $1.1M | 19,454 | Added |
| 22 | Farther Finance Advisors, LLC | $989,046 | 18,278 | Trimmed |
| 23 | POWER WEALTH MANAGEMENT LLC | $906,288 | 16,749 | New |
| 24 | Compound Planning, Inc. | $776,140 | 14,344 | Trimmed |
| 25 | VestGen Investment Management | $622,752 | 11,509 | New |