| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.6M | 206,813 | Trimmed |
| 2 | Howard Capital Management Inc. | $37.7M | 201,781 | New |
| 3 | BIP Wealth, LLC | $32.3M | 172,792 | Added |
| 4 | Marotta Asset Management | $15.9M | 84,965 | Added |
| 5 | Paul R. Ried Financial Group, LLC | $14.3M | 76,485 | Added |
| 6 | Great Point Wealth Advisors, LLC | $13.8M | 73,642 | Trimmed |
| 7 | VAQUERO PRIVATE WEALTH, LTD | $11.8M | 62,881 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $11.6M | 62,328 | Added |
| 9 | ARQ WEALTH ADVISORS, LLC | $10.7M | 57,189 | Added |
| 10 | Eagle Strategies LLC | $10.7M | 57,036 | Trimmed |
| 11 | Garrett Wealth Advisory Group, LLC | $10.0M | 53,368 | Trimmed |
| 12 | Hughes Financial Services, LLC | $8.0M | 42,984 | Trimmed |
| 13 | Private Advisor Group, LLC | $6.5M | 34,838 | Trimmed |
| 14 | FIRST HAWAIIAN BANK | $5.0M | 26,815 | Trimmed |
| 15 | Warner Group LLC | $4.8M | 25,637 | Added |
| 16 | Midwest Financial Network, LLC | $4.8M | 25,439 | New |
| 17 | Integrity Wealth Solutions LLC | $4.6M | 24,428 | Trimmed |
| 18 | PARSONS CAPITAL MANAGEMENT INC/RI | $4.6M | 24,415 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 21,091 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $3.3M | 17,469 | Added |
| 21 | Sharkey, Howes & Javer | $3.0M | 16,176 | Trimmed |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $2.9M | 15,658 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 12,523 | Trimmed |
| 24 | Versant Capital Management, Inc | $2.2M | 11,873 | Added |
| 25 | Goldstein Advisors, LLC | $2.0M | 10,661 | Trimmed |