| 1 | D.A. DAVIDSON & CO. | $20.2M | 397,741 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.8M | 389,668 | Added |
| 3 | Blue Water Asset Management | $17.7M | 348,359 | Added |
| 4 | Tilson Financial Group, Inc. | $17.2M | 338,935 | Added |
| 5 | Prism Advisors, Inc. | $15.9M | 311,981 | Added |
| 6 | Platform Technology Partners | $14.7M | 289,968 | Added |
| 7 | Clear Trail Advisors, LLC | $7.5M | 147,544 | Added |
| 8 | MGO ONE SEVEN LLC | $7.1M | 139,413 | Trimmed |
| 9 | Private Advisor Group, LLC | $7.0M | 137,764 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $7.0M | 136,746 | Added |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M | 121,407 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 114,821 | Trimmed |
| 13 | Merit Financial Group, LLC | $4.4M | 85,729 | Added |
| 14 | Gateway Wealth Partners, LLC | $4.2M | 82,608 | Trimmed |
| 15 | Systelligence, LLC | $3.8M | 75,417 | Trimmed |
| 16 | ASSETMARK, INC | $3.3M | 65,723 | Trimmed |
| 17 | Dynamic Advisor Solutions LLC | $2.7M | 53,018 | Added |
| 18 | Opal Wealth Advisors, LLC | $2.0M | 38,822 | Hold |
| 19 | Savvy Advisors, Inc. | $845,417 | 16,624 | Added |
| 20 | FIRST AMERICAN BANK | $562,456 | 11,060 | Trimmed |
| 21 | STEPHENS INC /AR/ | $539,622 | 10,611 | Trimmed |
| 22 | Center for Financial Planning, Inc. | $498,888 | 9,810 | Hold |
| 23 | Cherry Creek Investment Advisors, Inc. | $455,257 | 8,952 | Trimmed |
| 24 | First Heartland Consultants, Inc. | $450,677 | 8,862 | Trimmed |
| 25 | NorthLanding Financial Partners, LLC | $448,613 | 8,821 | Added |