| 1 | ENVESTNET ASSET MANAGEMENT INC | $34.9M | 809,142 | Added |
| 2 | Revolve Wealth Partners, LLC | $19.6M | 454,107 | Added |
| 3 | Venturi Wealth Management, LLC | $8.1M | 187,054 | Added |
| 4 | Premier Path Wealth Partners, LLC | $7.3M | 170,171 | Added |
| 5 | TSFG, LLC | $6.4M | 148,096 | Added |
| 6 | CGN Advisors LLC | $6.1M | 142,289 | Trimmed |
| 7 | Fourth Dimension Wealth, LLC | $4.9M | 114,507 | Added |
| 8 | Kathmere Capital Management, LLC | $4.5M | 104,833 | Trimmed |
| 9 | Merit Financial Group, LLC | $3.6M | 83,672 | Trimmed |
| 10 | Atria Investments, Inc | $3.6M | 83,652 | Trimmed |
| 11 | Impact Capital Partners LLC | $3.4M | 78,751 | Added |
| 12 | SigFig Wealth Management, LLC | $3.2M | 74,859 | Added |
| 13 | Savvy Advisors, Inc. | $2.9M | 68,368 | Added |
| 14 | Resonant Capital Advisors, LLC | $2.4M | 54,717 | Added |
| 15 | IFP Advisors, Inc | $2.2M | 51,923 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 44,191 | Trimmed |
| 17 | Mendel Money Management | $1.7M | 39,756 | Added |
| 18 | Financial Enhancement Group LLC | $1.4M | 32,879 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $964,000 | 22,362 | Added |
| 20 | Avestar Capital, LLC | $863,754 | 20,050 | Trimmed |
| 21 | City Center Advisors, LLC | $718,962 | 16,689 | Added |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $635,606 | 14,754 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $628,260 | 14,584 | Trimmed |
| 24 | D'Orazio & Associates, Inc. | $496,099 | 11,516 | Hold |
| 25 | Sharkey, Howes & Javer | $487,795 | 11,323 | Trimmed |