| 1 | Envestnet Portfolio Solutions, Inc. | $17.8M | 852,054 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 626,035 | Added |
| 3 | SeaBridge Investment Advisors LLC | $8.2M | 393,524 | Added |
| 4 | SAX WEALTH ADVISORS, LLC | $7.6M | 370,565 | Added |
| 5 | ASSETMARK, INC | $6.5M | 310,927 | Added |
| 6 | NewSquare Capital LLC | $5.3M | 254,050 | Trimmed |
| 7 | City State Bank | $4.6M | 221,052 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.3M | 158,056 | Added |
| 9 | Aspire Private Capital, LLC | $3.3M | 156,574 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $3.1M | 150,341 | Trimmed |
| 11 | Prospera Financial Services Inc | $2.6M | 126,532 | Added |
| 12 | Farther Finance Advisors, LLC | $2.4M | 113,432 | Added |
| 13 | FIRST CITIZENS BANK & TRUST CO | $2.2M | 106,050 | Trimmed |
| 14 | Hibernia Wealth Partners, LLC | $2.2M | 105,435 | Trimmed |
| 15 | Valtinson Bruner Financial Planning LLC | $2.1M | 102,080 | Added |
| 16 | Merit Financial Group, LLC | $1.6M | 76,011 | Trimmed |
| 17 | Raleigh Capital Management Inc. | $1.3M | 64,356 | Added |
| 18 | Capital Investment Management, Inc. | $1.2M | 59,746 | Added |
| 19 | Concurrent Investment Advisors, LLC | $1.2M | 55,078 | Added |
| 20 | Treasure Coast Financial Planning | $1.1M | 53,569 | Added |
| 21 | RAINEY & RANDALL WEALTH ADVISORS INC. | $1.1M | 50,314 | Added |
| 22 | McNamara Financial Services, Inc. | $1.0M | 49,473 | Added |
| 23 | Tempus Wealth Planning, LLC | $974,372 | 46,576 | Added |
| 24 | Fourth Dimension Wealth, LLC | $880,677 | 42,097 | Added |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $848,266 | 40,548 | Added |