| 1 | ENVESTNET ASSET MANAGEMENT INC | $202.3M | 7.5M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $31.9M | 1.2M | Added |
| 3 | Cyndeo Wealth Partners, LLC | $31.3M | 1.2M | Added |
| 4 | Carrera Capital Advisors | $18.7M | 690,192 | Trimmed |
| 5 | Financial Enhancement Group LLC | $18.0M | 666,514 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 648,635 | Trimmed |
| 7 | Bison Wealth, LLC | $13.8M | 498,160 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $12.7M | 470,207 | New |
| 9 | Cooper Financial Group | $10.5M | 386,464 | New |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 377,555 | New |
| 11 | Solitude Financial Services | $9.2M | 338,563 | Added |
| 12 | PSI Advisors, LLC | $8.8M | 324,348 | Added |
| 13 | Petix & Botte Co | $8.6M | 316,406 | Trimmed |
| 14 | LexAurum Advisors, LLC | $7.7M | 283,090 | Trimmed |
| 15 | ARVEST INVESTMENTS, INC. | $7.6M | 280,704 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $7.4M | 274,403 | Added |
| 17 | Mainsail Financial Group, LLC | $7.3M | 269,735 | Added |
| 18 | Gladstone Institutional Advisory LLC | $7.3M | 268,950 | Added |
| 19 | Prospera Financial Services Inc | $7.1M | 263,865 | Added |
| 20 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $7.0M | 259,032 | Added |
| 21 | USAdvisors Wealth Management, LLC | $6.7M | 248,626 | New |
| 22 | Farther Finance Advisors, LLC | $6.2M | 227,959 | Trimmed |
| 23 | ABLE Financial Group, LLC | $5.8M | 213,091 | Added |
| 24 | Walkner Condon Financial Advisors LLC | $4.8M | 176,312 | Added |
| 25 | ASSETMARK, INC | $4.1M | 150,142 | Added |