| 1 | ASSETMARK, INC | $24.7M | 1.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 569,173 | Added |
| 3 | GREENWOOD CAPITAL ASSOCIATES LLC | $4.2M | 203,952 | Added |
| 4 | MMA ASSET MANAGEMENT LLC | $3.5M | 169,976 | Added |
| 5 | INNEALTA CAPITAL, LLC | $2.5M | 122,989 | Hold |
| 6 | Boltwood Capital Management | $1.0M | 50,475 | Added |
| 7 | Tenzing Financial LLC | $810,944 | 38,894 | Trimmed |
| 8 | Clear Creek Financial Management, LLC | $412,252 | 20,056 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $342,000 | 16,771 | Trimmed |
| 10 | Balefire, LLC | $216,643 | 10,613 | Trimmed |
| 11 | Ashton Thomas Private Wealth, LLC | $100,718 | 4,934 | Added |
| 12 | Farther Finance Advisors, LLC | $43,153 | 2,114 | Added |
| 13 | Capital Investment Advisory Services, LLC | $39,193 | 1,920 | Trimmed |
| 14 | Cape Investment Advisory, Inc. | $28,721 | 1,407 | New |
| 15 | Rossby Financial, LCC | $12,472 | 611 | Added |
| 16 | TD Waterhouse Canada Inc. | $12,384 | 600 | New |
| 17 | EverSource Wealth Advisors, LLC | $3,205 | 157 | Trimmed |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2,980 | 146 | Hold |
| 19 | Bare Financial Services, Inc | $2,960 | 145 | Hold |
| 20 | AE Wealth Management LLC | $1,715 | 84 | New |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $372 | 18 | Hold |
| 22 | Almanack Investment Partners, LLC. | $0 | 0 | Exited |
| 23 | Chicago Partners Investment Group LLC | $0 | 0 | Exited |
| 24 | INVESTED ADVISORS | $0 | 0 | Exited |