| 1 | Wealthcare Advisory Partners LLC | $36.9M | 733,902 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $24.6M | 487,954 | Trimmed |
| 3 | CWM, LLC | $21.4M | 425,054 | Trimmed |
| 4 | Cetera Investment Advisers | $18.5M | 368,071 | Trimmed |
| 5 | ASSETMARK, INC | $14.1M | 279,992 | Added |
| 6 | OSAIC HOLDINGS, INC. | $14.0M | 278,924 | Trimmed |
| 7 | LPL Financial LLC | $12.1M | 240,643 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 203,062 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $9.9M | 196,084 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $8.2M | 162,442 | Added |
| 11 | Atria Investments, Inc | $7.3M | 145,836 | Added |
| 12 | REAP Financial Group, LLC | $6.9M | 137,965 | Trimmed |
| 13 | Strategic Blueprint, LLC | $5.2M | 103,767 | Added |
| 14 | Keystone Wealth Services, LLC | $4.7M | 94,282 | New |
| 15 | BAM Wealth Management, LLC | $4.3M | 85,378 | Trimmed |
| 16 | 1776 Wealth LLC | $3.7M | 73,408 | Hold |
| 17 | HARBOUR INVESTMENTS, INC. | $3.7M | 73,132 | Added |
| 18 | Prospera Financial Services Inc | $3.5M | 69,445 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.4M | 68,367 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $3.4M | 67,683 | Added |
| 21 | CreativeOne Wealth, LLC | $3.4M | 67,339 | Trimmed |
| 22 | Fragasso Financial Advisors Inc | $3.1M | 61,298 | Trimmed |
| 23 | Integrity Financial Corp /WA | $2.2M | 43,044 | Trimmed |
| 24 | ERn Financial, LLC | $2.2M | 43,025 | Trimmed |
| 25 | Signal Advisors Wealth, LLC | $1.9M | 37,727 | Added |