| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 307,863 | Added |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $5.9M | 178,859 | Added |
| 3 | Liberty Atlantic Advisors LLC | $5.8M | 175,150 | Added |
| 4 | WINNOW WEALTH LLC | $3.8M | 115,463 | Trimmed |
| 5 | NewCorp Financial Services, Inc. | $1.2M | 36,556 | Added |
| 6 | Brookstone Capital Management | $1.1M | 32,575 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $977,750 | 29,826 | Added |
| 8 | Signal Advisors Wealth, LLC | $937,118 | 28,587 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $902,158 | 27,711 | Added |
| 10 | Worth Financial Advisory Group, LLC | $739,026 | 22,544 | New |
| 11 | WorthPointe, LLC | $645,140 | 19,680 | Added |
| 12 | Capital Investment Advisory Services, LLC | $479,069 | 14,614 | Added |
| 13 | SIGNATUREFD, LLC | $415,571 | 12,677 | Added |
| 14 | Farther Finance Advisors, LLC | $401,770 | 12,256 | Added |
| 15 | Chicago Partners Investment Group LLC | $309,961 | 9,618 | Added |
| 16 | Beacon Financial Strategies CORP | $233,077 | 7,110 | New |
| 17 | Elmwood Wealth Management, Inc. | $222,915 | 6,800 | Trimmed |
| 18 | Claro Advisors LLC | $218,488 | 6,665 | Trimmed |
| 19 | Triumph Capital Management | $84,970 | 2,592 | Added |
| 20 | CoreCap Advisors, LLC | $50,877 | 1,552 | Trimmed |
| 21 | AE Wealth Management LLC | $19,505 | 595 | Added |
| 22 | Ashton Thomas Private Wealth, LLC | $1,508 | 46 | Hold |
| 23 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 24 | Whipplewood Advisors, LLC | $0 | 0 | Exited |