| 1 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 269,605 | Trimmed |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $5.3M | 125,110 | Added |
| 3 | Oregon Pacific Wealth Management, LLC | $4.9M | 114,997 | Trimmed |
| 4 | Atria Investments, Inc | $4.4M | 102,464 | Trimmed |
| 5 | Belpointe Asset Management LLC | $3.5M | 83,177 | Trimmed |
| 6 | PUFF WEALTH MANAGEMENT, LLC | $2.8M | 65,724 | Added |
| 7 | Legacy Capital Group California, Inc. | $2.7M | 64,325 | Trimmed |
| 8 | BLUEDOOR PRIVATE WEALTH, LLC | $1.8M | 41,645 | Added |
| 9 | Latitude Advisors, LLC | $1.6M | 37,294 | Trimmed |
| 10 | Compound Planning, Inc. | $1.6M | 37,256 | Added |
| 11 | AE Wealth Management LLC | $1.5M | 35,362 | Trimmed |
| 12 | GeoWealth Management, LLC | $1.3M | 29,730 | Trimmed |
| 13 | NEW WAVE WEALTH ADVISORS LLC | $897,276 | 21,048 | New |
| 14 | Sound Income Strategies, LLC | $892,426 | 20,934 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $803,643 | 18,852 | New |
| 16 | NBC SECURITIES, INC. | $745,897 | 17,497 | Added |
| 17 | Clark Asset Management, LLC | $649,042 | 15,225 | Hold |
| 18 | Town Capital LLC | $609,140 | 14,289 | New |
| 19 | Ashton Thomas Private Wealth, LLC | $593,558 | 13,923 | Added |
| 20 | DAVENPORT & Co LLC | $592,088 | 13,889 | Hold |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $509,386 | 11,949 | New |
| 22 | Onyx Bridge Wealth Group LLC | $506,615 | 11,884 | Added |
| 23 | WealthTrak Capital Management LLC | $254,288 | 5,965 | New |
| 24 | Raleigh Capital Management Inc. | $240,282 | 5,636 | Trimmed |
| 25 | Bryn Mawr Trust Advisors, LLC | $239,367 | 5,615 | New |