| 1 | ENVESTNET ASSET MANAGEMENT INC | $74.6M | 2.2M | Added |
| 2 | D.A. DAVIDSON & CO. | $55.7M | 1.6M | Added |
| 3 | Wealth Enhancement Trust Services, Inc. | $23.0M | 665,308 | Added |
| 4 | Trilogy Capital Inc. | $22.9M | 664,246 | Added |
| 5 | SENTINEL PENSION ADVISORS, LLC | $20.5M | 575,103 | Added |
| 6 | Johnson Bixby & Associates, LLC | $18.3M | 529,195 | Added |
| 7 | New England Capital Financial Advisors LLC | $17.5M | 508,246 | Added |
| 8 | Private Advisor Group, LLC | $13.9M | 401,509 | Added |
| 9 | First National Advisers, LLC | $13.5M | 391,401 | Trimmed |
| 10 | First Heartland Consultants, Inc. | $10.3M | 297,150 | Trimmed |
| 11 | Harbor Group, Inc. | $10.2M | 295,829 | Added |
| 12 | Tilson Financial Group, Inc. | $9.8M | 284,741 | Trimmed |
| 13 | RFG - Bristol Wealth Advisors, LLC | $9.4M | 272,638 | Trimmed |
| 14 | Intrua Financial, LLC | $8.7M | 251,691 | Added |
| 15 | PRIVATE CLIENT SERVICES, LLC | $8.0M | 232,243 | Added |
| 16 | CATALYST FINANCIAL PARTNERS LLC | $6.1M | 176,949 | Added |
| 17 | Fortis Capital Advisors, LLC | $5.6M | 161,250 | Added |
| 18 | Belpointe Asset Management LLC | $5.6M | 161,250 | Added |
| 19 | Trinity Wealth Management, LLC | $4.6M | 132,284 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $4.6M | 132,030 | Added |
| 21 | MBE Wealth Management, LLC | $4.0M | 116,038 | Added |
| 22 | Crusonia Wealth Advisors LLC | $2.5M | 71,689 | Added |
| 23 | Apollon Wealth Management, LLC | $2.5M | 71,684 | Trimmed |
| 24 | United Advisor Group, LLC | $2.4M | 70,769 | Added |
| 25 | Portside Wealth Group, LLC | $2.2M | 65,053 | New |