| 1 | ENVESTNET ASSET MANAGEMENT INC | $114.8M | 1.7M | Added |
| 2 | Atria Investments, Inc | $31.9M | 459,685 | New |
| 3 | Retirement Management Systems Inc. | $13.2M | 190,401 | Added |
| 4 | Gladstone Institutional Advisory LLC | $6.3M | 91,246 | Added |
| 5 | Wealth Advisors of Iowa, LLC | $4.8M | 68,685 | Trimmed |
| 6 | Networth Advisors, LLC | $4.3M | 61,409 | Added |
| 7 | AE Wealth Management LLC | $4.1M | 59,343 | Added |
| 8 | Sunpointe, LLC | $3.9M | 56,684 | Trimmed |
| 9 | Sovran Advisors, LLC | $3.3M | 47,956 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 41,809 | Added |
| 11 | IFP Advisors, Inc | $2.1M | 30,043 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 20,828 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.3M | 18,820 | Added |
| 14 | BENJAMIN EDWARDS INC | $729,524 | 10,508 | Added |
| 15 | BLUEDOOR PRIVATE WEALTH, LLC | $722,966 | 10,413 | Added |
| 16 | Stewardship Advisors, LLC | $620,836 | 8,942 | Hold |
| 17 | Private Advisor Group, LLC | $599,091 | 8,629 | New |
| 18 | Kestra Advisory Services, LLC | $585,225 | 8,429 | Trimmed |
| 19 | Worth Financial Advisory Group, LLC | $369,641 | 5,324 | Added |
| 20 | Tranquility Partners, LLC | $333,495 | 4,803 | Added |
| 21 | Total Clarity Wealth Management, Inc. | $280,785 | 4,044 | Added |
| 22 | MARINO, STRAM & ASSOCIATES LLC | $271,954 | 3,917 | New |
| 23 | Archer Investment Corp | $17,288 | 249 | Hold |
| 24 | Key Capital Management, INC | $4,307 | 62 | Added |
| 25 | Quest 10 Wealth Builders, Inc. | $3,610 | 52 | New |