| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.8M | 635,574 | Added |
| 2 | Fiduciary Planning LLC | $30.4M | 497,888 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $19.9M | 326,250 | Trimmed |
| 4 | ASSETMARK, INC | $16.4M | 268,827 | Added |
| 5 | REAP Financial Group, LLC | $14.9M | 244,262 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $8.2M | 134,176 | Trimmed |
| 7 | Atria Investments, Inc | $7.7M | 126,931 | Trimmed |
| 8 | STEPHENS INC /AR/ | $7.7M | 126,842 | Trimmed |
| 9 | Onyx Bridge Wealth Group LLC | $6.4M | 105,623 | Trimmed |
| 10 | BAM Wealth Management, LLC | $4.3M | 71,163 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.6M | 59,634 | Trimmed |
| 12 | Apollon Wealth Management, LLC | $2.8M | 46,136 | Trimmed |
| 13 | Integrity Financial Corp /WA | $2.5M | 40,526 | Trimmed |
| 14 | Outlook Wealth Advisors, LLC | $2.5M | 40,297 | Trimmed |
| 15 | Valtinson Bruner Financial Planning LLC | $2.3M | 37,737 | Trimmed |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 28,594 | Added |
| 17 | FWG Investments, LLC. | $1.6M | 25,564 | Added |
| 18 | Strategic Blueprint, LLC | $1.5M | 25,012 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $1.5M | 24,439 | Added |
| 20 | Maltin Wealth Management, Inc. | $1.5M | 24,091 | Hold |
| 21 | Wealthcare Advisory Partners LLC | $1.4M | 23,703 | Hold |
| 22 | Fragasso Financial Advisors Inc | $1.4M | 23,512 | Trimmed |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 22,851 | Trimmed |
| 24 | Bison Wealth, LLC | $1.4M | 22,525 | Hold |
| 25 | Accel Wealth Management | $1.3M | 21,533 | Trimmed |