| 1 | ENVESTNET ASSET MANAGEMENT INC | $329.1M | 3.2M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $124.7M | 1.2M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $78.2M | 758,721 | Added |
| 4 | CoreCap Advisors, LLC | $53.6M | 519,850 | Added |
| 5 | Sowell Financial Services LLC | $9.7M | 93,745 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 79,981 | Trimmed |
| 7 | Founders Financial Alliance, LLC | $7.4M | 71,909 | Added |
| 8 | Syntegra Private Wealth Group, LLC | $6.2M | 60,138 | Added |
| 9 | Robertson Stephens Wealth Management, LLC | $4.9M | 47,796 | Trimmed |
| 10 | Maia Wealth LLC | $2.8M | 27,574 | Trimmed |
| 11 | PRIVATE TRUST CO NA | $2.1M | 20,001 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.0M | 19,510 | Added |
| 13 | Worth Financial Advisory Group, LLC | $1.6M | 15,648 | New |
| 14 | WORLD EQUITY GROUP, INC. | $1.5M | 14,168 | Added |
| 15 | Ashton Thomas Private Wealth, LLC | $884,495 | 8,579 | New |
| 16 | Lantern Wealth Advisors, LLC | $801,644 | 7,775 | Added |
| 17 | INTEGRITY ALLIANCE, LLC. | $778,405 | 7,550 | Trimmed |
| 18 | Belpointe Asset Management LLC | $763,469 | 7,405 | New |
| 19 | KINGSWOOD WEALTH ADVISORS, LLC | $705,464 | 6,843 | Added |
| 20 | Cornerstone Planning Group LLC | $667,524 | 6,463 | Hold |
| 21 | Kestra Advisory Services, LLC | $664,054 | 6,441 | Added |
| 22 | WIN ADVISORS, INC | $641,195 | 6,219 | Added |
| 23 | Global Assets Advisory, LLC | $601,370 | 5,823 | New |
| 24 | Patriot Financial Group Insurance Agency, LLC | $593,650 | 5,758 | Trimmed |
| 25 | OPTIMA CAPITAL LLC | $492,921 | 4,781 | Hold |