| 1 | Cambridge Investment Research Advisors, Inc. | $41.8M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $36.8M | 1.7M | Added |
| 3 | CGN Advisors LLC | $10.0M | 452,900 | Added |
| 4 | Miracle Mile Advisors, LLC | $9.4M | 426,103 | Added |
| 5 | Westfuller Advisors, LLC | $6.9M | 313,124 | Trimmed |
| 6 | ASSETMARK, INC | $4.0M | 179,602 | Trimmed |
| 7 | Colorado Capital Management, Inc. | $3.6M | 161,515 | Added |
| 8 | Boston Standard Wealth Management, LLC | $3.3M | 149,955 | Added |
| 9 | XY Planning Network, Inc. | $3.2M | 143,312 | New |
| 10 | PARK AVENUE SECURITIES LLC | $3.0M | 134,567 | Added |
| 11 | Evolution Advisers, Inc. | $2.8M | 125,902 | Trimmed |
| 12 | Silver Oak Advisory Group, Inc. | $2.3M | 101,739 | Trimmed |
| 13 | CITIGROUP INC | $1.5M | 68,207 | Added |
| 14 | A&I FINANCIAL SERVICES, LLC | $1.2M | 55,431 | Trimmed |
| 15 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $938,059 | 42,379 | Trimmed |
| 16 | Private Advisor Group, LLC | $868,910 | 39,255 | New |
| 17 | D.A. DAVIDSON & CO. | $803,301 | 36,291 | Added |
| 18 | Atria Investments, Inc | $761,865 | 34,419 | Trimmed |
| 19 | BayBridge Capital Group, LLC | $748,968 | 33,836 | Added |
| 20 | Wealthcare Advisory Partners LLC | $719,358 | 32,499 | Added |
| 21 | MISSION WEALTH MANAGEMENT, LP | $709,691 | 32,062 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $507,810 | 22,942 | Trimmed |
| 23 | Walkner Condon Financial Advisors LLC | $476,567 | 21,530 | Added |
| 24 | Avantax Planning Partners, Inc. | $441,394 | 19,941 | Added |
| 25 | Canal Capital Management, LLC | $441,240 | 19,934 | Added |