| 1 | ENVESTNET ASSET MANAGEMENT INC | $27.3M | 313,705 | Added |
| 2 | Cornerstone Wealth Management, LLC | $12.3M | 141,126 | Added |
| 3 | Key Financial Inc | $9.0M | 102,869 | Added |
| 4 | ASSETMARK, INC | $8.1M | 92,445 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $8.0M | 91,292 | Added |
| 6 | Prism Advisors, Inc. | $4.5M | 52,102 | Trimmed |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 42,408 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $2.8M | 32,333 | Trimmed |
| 9 | A4 Wealth Advisors LLC | $2.5M | 29,248 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 22,453 | Added |
| 11 | Merit Financial Group, LLC | $1.7M | 19,192 | Hold |
| 12 | Private Advisor Group, LLC | $843,428 | 9,675 | Added |
| 13 | UNIQUE WEALTH, LLC | $826,332 | 9,479 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $614,933 | 7,054 | Trimmed |
| 15 | Dominguez Wealth Management Solutions, Inc. | $576,187 | 6,610 | Trimmed |
| 16 | IFP Advisors, Inc | $495,503 | 5,684 | Added |
| 17 | LOCKERMAN FINANCIAL GROUP, INC. | $420,764 | 4,827 | Added |
| 18 | Ascent Group, LLC | $385,836 | 4,426 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $383,448 | 4,399 | Added |
| 20 | Concurrent Investment Advisors, LLC | $325,686 | 3,736 | Added |
| 21 | Envestnet Portfolio Solutions, Inc. | $300,318 | 3,445 | New |
| 22 | Sequoia Financial Advisors, LLC | $295,960 | 3,395 | Trimmed |
| 23 | Elevation Wealth Management LLC | $292,373 | 3,354 | Trimmed |
| 24 | Gateway Wealth Partners, LLC | $270,306 | 3,101 | Trimmed |
| 25 | Bedel Financial Consulting, Inc. | $252,720 | 2,899 | Hold |