| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.2M | 536,693 | Trimmed |
| 2 | Arlington Financial Advisors, LLC | $24.3M | 340,971 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $18.9M | 265,360 | Added |
| 4 | WealthPlan Investment Management, LLC | $17.2M | 242,169 | Trimmed |
| 5 | ASSETMARK, INC | $16.8M | 235,329 | Trimmed |
| 6 | HUB Investment Partners, LLC | $9.9M | 138,345 | Added |
| 7 | WESBANCO BANK INC | $8.2M | 114,866 | Trimmed |
| 8 | PARK AVENUE SECURITIES LLC | $5.3M | 74,156 | Trimmed |
| 9 | WealthPLAN Partners, LLC | $2.6M | 36,917 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 25,290 | Trimmed |
| 11 | 5T Wealth, LLC | $1.7M | 24,254 | Trimmed |
| 12 | Ascent Group, LLC | $1.5M | 20,971 | Trimmed |
| 13 | UNIQUE WEALTH, LLC | $1.2M | 17,272 | Added |
| 14 | DAYMARK WEALTH PARTNERS, LLC | $977,379 | 13,724 | Trimmed |
| 15 | MassMutual Private Wealth & Trust, FSB | $773,307 | 10,858 | Trimmed |
| 16 | IFP Advisors, Inc | $771,028 | 10,826 | Trimmed |
| 17 | AdvisorNet Financial, Inc | $668,186 | 9,382 | Added |
| 18 | Farther Finance Advisors, LLC | $661,946 | 9,299 | Added |
| 19 | Elevation Wealth Management LLC | $594,228 | 8,344 | Trimmed |
| 20 | LOCKERMAN FINANCIAL GROUP, INC. | $519,814 | 7,299 | Trimmed |
| 21 | Emergent Wealth Advisors, LLC | $459,796 | 6,456 | Added |
| 22 | Envestnet Portfolio Solutions, Inc. | $407,236 | 5,718 | Added |
| 23 | XP Advisory US, Inc. | $388,932 | 5,461 | New |
| 24 | MN Wealth Advisors, LLC | $376,967 | 5,293 | Trimmed |
| 25 | 3Chopt Investment Partners, LLC | $338,153 | 4,748 | Trimmed |