| 1 | ENVESTNET ASSET MANAGEMENT INC | $48.5M | 1.8M | Added |
| 2 | Waterloo Capital, L.P. | $26.2M | 952,040 | Trimmed |
| 3 | 6th Street Advisors, LLC | $15.6M | 567,413 | Added |
| 4 | SWS Partners | $14.7M | 535,902 | Trimmed |
| 5 | Signal Advisors Wealth, LLC | $12.2M | 443,080 | Added |
| 6 | MBE Wealth Management, LLC | $8.9M | 322,545 | Added |
| 7 | Capital Investment Advisory Services, LLC | $4.6M | 168,701 | Added |
| 8 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.3M | 119,586 | Trimmed |
| 9 | Cushing Capital Partners, LLC | $3.3M | 118,389 | Added |
| 10 | Tailwinds Wealth, LLC | $2.6M | 95,619 | New |
| 11 | Atria Investments, Inc | $2.5M | 91,311 | Added |
| 12 | Lord & Richards Wealth Management, LLC | $2.0M | 71,657 | Added |
| 13 | Second Half Financial Partners, LLC | $1.9M | 69,594 | Trimmed |
| 14 | RFG Advisory, LLC | $703,795 | 25,607 | Trimmed |
| 15 | John W. Brooker & Co., CPAs | $643,012 | 23,395 | Added |
| 16 | Financial Guidance Group, Inc. | $437,176 | 15,906 | Hold |
| 17 | Venture Visionary Partners LLC | $383,521 | 13,953 | New |
| 18 | Valeo Financial Advisors, LLC | $337,873 | 12,293 | New |
| 19 | XY Planning Network, Inc. | $270,698 | 9,849 | Added |
| 20 | Strong Retirement Solutions LLC | $223,645 | 8,137 | New |
| 21 | WHITTIER TRUST CO | $51,459 | 1,859 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $50,600 | 1,841 | Trimmed |
| 23 | MORRIS FINANCIAL CONCEPTS, INC. | $37,929 | 1,380 | Hold |
| 24 | ASSETMARK, INC | $28,969 | 1,054 | New |
| 25 | CoreCap Advisors, LLC | $2,803 | 102 | Hold |