| 1 | ENVESTNET ASSET MANAGEMENT INC | $18.1M | 341,552 | Added |
| 2 | Liberty Atlantic Advisors LLC | $9.1M | 171,225 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 83,740 | Added |
| 4 | NewCorp Financial Services, Inc. | $3.9M | 74,018 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 73,065 | Added |
| 6 | Concurrent Investment Advisors, LLC | $3.3M | 63,128 | Added |
| 7 | WINNOW WEALTH LLC | $1.9M | 34,910 | Added |
| 8 | SIGNATUREFD, LLC | $1.5M | 28,460 | Trimmed |
| 9 | WorthPointe, LLC | $1.3M | 24,412 | Added |
| 10 | Farther Finance Advisors, LLC | $1.2M | 22,327 | Added |
| 11 | Worth Financial Advisory Group, LLC | $666,029 | 12,555 | New |
| 12 | Signal Advisors Wealth, LLC | $657,194 | 12,388 | New |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $474,288 | 8,881 | New |
| 14 | Balance Wealth, LLC | $436,761 | 8,233 | Added |
| 15 | Amicus Financial Advisors, LLC | $236,969 | 4,467 | New |
| 16 | Beacon Financial Strategies CORP | $213,788 | 4,030 | New |
| 17 | KFG WEALTH MANAGEMENT, LLC | $201,306 | 3,795 | New |
| 18 | Capital Investment Advisory Services, LLC | $71,881 | 1,355 | Added |
| 19 | Wealth Enhancement Trust Services, Inc. | $40,954 | 772 | New |
| 20 | Ashton Thomas Private Wealth, LLC | $2,228 | 42 | Hold |
| 21 | Sound Income Strategies, LLC | $0 | 0 | Exited |