| 1 | ENVESTNET ASSET MANAGEMENT INC | $184.8M | 4.5M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $62.1M | 1.5M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $46.3M | 1.1M | Added |
| 4 | Sowell Financial Services LLC | $16.4M | 399,487 | Added |
| 5 | David Kennon Inc | $3.9M | 94,106 | Added |
| 6 | CoreCap Advisors, LLC | $3.5M | 86,015 | Added |
| 7 | Conservest Capital Advisors, Inc. | $3.4M | 83,175 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 81,956 | Trimmed |
| 9 | Founders Financial Alliance, LLC | $3.0M | 72,462 | Added |
| 10 | Castle Rock Wealth Management, LLC | $2.3M | 57,170 | Trimmed |
| 11 | PRIVATE TRUST CO NA | $2.1M | 50,274 | Trimmed |
| 12 | Robertson Stephens Wealth Management, LLC | $1.5M | 37,280 | Trimmed |
| 13 | Legacy Advisors, LLC | $991,385 | 24,086 | Added |
| 14 | ASHTON THOMAS SECURITIES, LLC | $737,385 | 17,915 | New |
| 15 | Maia Wealth LLC | $650,314 | 15,800 | Trimmed |
| 16 | Syntegra Private Wealth Group, LLC | $613,740 | 14,911 | Added |
| 17 | INTEGRITY ALLIANCE, LLC. | $608,018 | 14,772 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $470,000 | 11,436 | Added |
| 19 | Patriot Financial Group Insurance Agency, LLC | $467,259 | 11,352 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $287,135 | 6,976 | Added |
| 21 | Atria Investments, Inc | $262,132 | 6,369 | Trimmed |
| 22 | Lantern Wealth Advisors, LLC | $231,782 | 5,631 | Added |
| 23 | FOUNDERS FINANCIAL SECURITIES LLC | $226,776 | 5,510 | Added |
| 24 | Cornerstone Planning Group LLC | $200,377 | 4,936 | Hold |
| 25 | AE Wealth Management LLC | $86,189 | 2,094 | New |