| 1 | ENVESTNET ASSET MANAGEMENT INC | $15.7M | 313,014 | Added |
| 2 | Garrett Wealth Advisory Group, LLC | $14.1M | 279,990 | Added |
| 3 | Farther Finance Advisors, LLC | $10.5M | 208,495 | Added |
| 4 | Sunflower Bank, N.A. | $9.9M | 196,868 | Trimmed |
| 5 | Tilson Financial Group, Inc. | $9.1M | 180,493 | Added |
| 6 | Diversified Portfolios, Inc. | $7.6M | 150,334 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 68,417 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.8M | 55,342 | Added |
| 9 | Rossby Financial, LCC | $2.4M | 47,335 | Added |
| 10 | Root Financial Partners, LLC | $1.9M | 37,663 | New |
| 11 | Dynamic Advisor Solutions LLC | $1.8M | 36,678 | Added |
| 12 | Savvy Advisors, Inc. | $1.6M | 32,044 | Added |
| 13 | Wealthcare Advisory Partners LLC | $1.5M | 30,244 | Added |
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.0M | 20,644 | Added |
| 15 | MBA Advisors LLC | $1.0M | 20,186 | Trimmed |
| 16 | ORBA Wealth Advisors, L.L.C. | $916,805 | 18,223 | Added |
| 17 | Private Advisor Group, LLC | $803,831 | 15,977 | Added |
| 18 | Gateway Wealth Partners, LLC | $785,710 | 15,617 | Trimmed |
| 19 | Milestones Private Investment Advisors LLC | $765,320 | 15,212 | Hold |
| 20 | Oasis Advisors, LLC | $761,023 | 15,127 | Trimmed |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $716,519 | 14,242 | New |
| 22 | Atria Investments, Inc | $704,606 | 14,005 | Trimmed |
| 23 | Financial Solutions Advisory Group, Inc. | $679,050 | 13,500 | New |
| 24 | Quadcap Wealth Management, LLC | $656,752 | 13,054 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $653,011 | 12,980 | Added |