| 1 | RPg Family Wealth Advisory, LLC | $9.1M | 235,026 | Added |
| 2 | Visionary Horizons, LLC | $8.1M | 210,051 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.7M | 174,066 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 112,531 | Added |
| 5 | CFS Investment Advisory Services, LLC | $2.7M | 68,996 | Trimmed |
| 6 | Dynamic Advisor Solutions LLC | $2.2M | 56,344 | Added |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.1M | 53,357 | Added |
| 8 | Saxony Capital Management, LLC | $1.2M | 30,290 | New |
| 9 | TCP Asset Management, LLC | $944,075 | 24,452 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $655,926 | 16,989 | Trimmed |
| 11 | MONEYWISE, INC. | $547,802 | 14,188 | Trimmed |
| 12 | Capital Planning LLC | $427,366 | 11,069 | Hold |
| 13 | Kestra Advisory Services, LLC | $366,765 | 9,499 | Trimmed |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $285,398 | 7,388 | Added |
| 15 | SeaCrest Wealth Management, LLC | $274,242 | 7,103 | New |
| 16 | Smallwood Wealth Investment Management, LLC | $260,900 | 6,757 | New |
| 17 | IFP Advisors, Inc | $95,712 | 2,479 | Hold |
| 18 | EVOLUTION WEALTH MANAGEMENT INC. | $82,122 | 2,127 | New |
| 19 | PRIVATE TRUST CO NA | $57,875 | 1,499 | Hold |
| 20 | Farther Finance Advisors, LLC | $22,586 | 585 | Hold |
| 21 | ASSETMARK, INC | $16,872 | 437 | Added |
| 22 | GeoWealth Management, LLC | $0 | 0 | Exited |
| 23 | Sound Income Strategies, LLC | $0 | 0 | Exited |