| 1 | ENVESTNET ASSET MANAGEMENT INC | $173.0M | 3.7M | Added |
| 2 | Private Advisor Group, LLC | $66.6M | 1.4M | Added |
| 3 | RTD Financial Advisors, Inc. | $40.6M | 866,849 | Added |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | $37.5M | 799,598 | Added |
| 5 | Dynamic Advisor Solutions LLC | $32.8M | 700,663 | Added |
| 6 | Commonwealth Financial Services, LLC | $31.7M | 675,575 | New |
| 7 | Northwest Financial Advisors | $24.9M | 531,961 | Added |
| 8 | Petix & Botte Co | $23.9M | 510,124 | Added |
| 9 | Brookstone Capital Management | $23.8M | 508,289 | Trimmed |
| 10 | American Capital Advisory, LLC | $20.1M | 429,003 | Added |
| 11 | KWB Wealth | $16.5M | 352,169 | Added |
| 12 | KMG FIDUCIARY PARTNERS, LLC | $16.3M | 348,756 | Trimmed |
| 13 | Rooted Wealth Advisors, Inc. | $15.2M | 323,263 | Added |
| 14 | Stewardship Advisors, LLC | $14.3M | 304,688 | Added |
| 15 | Focus Financial Network, Inc. | $13.8M | 294,261 | Added |
| 16 | ACIMA PRIVATE WEALTH, LLC | $13.6M | 290,933 | Added |
| 17 | Concurrent Investment Advisors, LLC | $12.7M | 271,276 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $11.8M | 252,255 | Added |
| 19 | ASHTON THOMAS SECURITIES, LLC | $10.2M | 217,763 | Added |
| 20 | Cooper Financial Group | $9.4M | 199,851 | Added |
| 21 | Richmond Investment Services, LLC | $8.8M | 187,970 | Trimmed |
| 22 | Atlas Legacy Advisors, LLC | $7.9M | 169,600 | Added |
| 23 | BOS Asset Management, LLC | $7.6M | 162,897 | Added |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $7.6M | 161,241 | New |
| 25 | Total Clarity Wealth Management, Inc. | $6.6M | 141,260 | Added |