| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.6M | 1.5M | Added |
| 2 | PEAK FINANCIAL ADVISORS LLC | $21.2M | 766,968 | Added |
| 3 | ASSETMARK, INC | $18.8M | 679,594 | Added |
| 4 | Dynamic Advisor Solutions LLC | $4.0M | 143,526 | Added |
| 5 | Kestra Advisory Services, LLC | $3.5M | 125,408 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 103,758 | New |
| 7 | RFG Advisory, LLC | $2.6M | 94,206 | New |
| 8 | Center For Asset Management LLC | $1.6M | 57,106 | Added |
| 9 | Private Advisor Group, LLC | $1.2M | 42,993 | Added |
| 10 | KWB Wealth | $1.1M | 41,260 | Trimmed |
| 11 | MGO ONE SEVEN LLC | $802,013 | 28,964 | Added |
| 12 | AE Wealth Management LLC | $659,991 | 23,835 | Added |
| 13 | PFG Advisors | $648,887 | 23,434 | Added |
| 14 | Entelevest, LLC | $454,284 | 16,406 | Added |
| 15 | DAHRING | CUSMANO LLC | $422,716 | 15,266 | Added |
| 16 | Farther Finance Advisors, LLC | $332,280 | 12,000 | Added |
| 17 | GeoWealth Management, LLC | $323,219 | 11,673 | Added |
| 18 | Cedar Point Capital Partners, LLC | $296,256 | 10,699 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $236,000 | 8,514 | Trimmed |
| 20 | Atria Investments, Inc | $210,970 | 7,619 | New |
| 21 | Stirlingshire Investments, Inc. | $204,504 | 7,385 | Trimmed |
| 22 | CoreCap Advisors, LLC | $47,738 | 1,724 | Added |
| 23 | PRIVATE TRUST CO NA | $20,352 | 735 | Trimmed |
| 24 | CITIGROUP INC | $11,519 | 416 | Added |
| 25 | Oakmont Advisory Group, LLC | $11,296 | 408 | New |