| 1 | ENVESTNET ASSET MANAGEMENT INC | $595.5M | 3.2M | Added |
| 2 | Merit Financial Group, LLC | $393.6M | 2.1M | Added |
| 3 | Blue Trust, Inc. | $355.2M | 1.9M | Added |
| 4 | Facet Wealth, Inc. | $166.4M | 884,912 | Added |
| 5 | BENJAMIN EDWARDS INC | $155.3M | 825,427 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $152.3M | 809,815 | Added |
| 7 | Modera Wealth Management, LLC | $66.8M | 354,960 | Added |
| 8 | Cardinal Strategic Wealth Guidance | $54.5M | 289,900 | Trimmed |
| 9 | Charles Schwab Trust Co | $47.8M | 254,306 | Trimmed |
| 10 | DDFG, Inc | $47.5M | 252,703 | Trimmed |
| 11 | Aurdan Capital Management, LLC | $45.8M | 243,754 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $44.5M | 236,602 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $43.6M | 231,839 | Trimmed |
| 14 | Veracity Capital LLC | $42.8M | 227,402 | Trimmed |
| 15 | VOISARD ASSET MANAGEMENT GROUP, INC. | $41.3M | 219,334 | Added |
| 16 | Private Advisor Group, LLC | $40.7M | 216,562 | Added |
| 17 | Helen Stephens Group, LLC | $39.8M | 211,338 | Added |
| 18 | Kestra Advisory Services, LLC | $36.7M | 195,323 | Trimmed |
| 19 | CUTLER INVESTMENT COUNSEL LLC | $35.6M | 189,385 | Added |
| 20 | CX Institutional | $29.1M | 154,478 | Trimmed |
| 21 | Alliance Private Wealth, LLC | $27.7M | 147,476 | Trimmed |
| 22 | Waldron Private Wealth LLC | $26.8M | 142,383 | Trimmed |
| 23 | Spire Wealth Management | $26.0M | 138,357 | Trimmed |
| 24 | DOLIVER ADVISORS, LP | $24.4M | 129,735 | Trimmed |
| 25 | Hudock, Inc. | $24.1M | 128,030 | Trimmed |