| 1 | ENVESTNET ASSET MANAGEMENT INC | $111.0M | 2.3M | Added |
| 2 | Beaumont Financial Advisors, LLC | $39.0M | 816,446 | Trimmed |
| 3 | Trilogy Capital Inc. | $33.9M | 709,244 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $30.2M | 632,660 | Added |
| 5 | One Charles Private Wealth Services, LLC | $15.0M | 313,351 | Added |
| 6 | Triangle Securities Wealth Management | $12.2M | 256,588 | Trimmed |
| 7 | Archford Capital Strategies, LLC | $12.0M | 251,799 | Added |
| 8 | Insight Wealth Strategies, LLC | $11.8M | 251,772 | Added |
| 9 | Members Advisory Group LLC | $10.8M | 226,079 | New |
| 10 | Stonebridge Financial Group, LLC | $10.7M | 223,193 | Added |
| 11 | Krilogy Financial LLC | $6.6M | 139,191 | Hold |
| 12 | D.A. DAVIDSON & CO. | $5.5M | 115,749 | Added |
| 13 | Armor Investment Advisors, LLC | $5.0M | 105,111 | Trimmed |
| 14 | Capital Investment Counsel, LLC | $4.8M | 101,409 | Added |
| 15 | FORTEM FINANCIAL GROUP, LLC | $4.0M | 84,473 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 67,474 | Added |
| 17 | PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M | 56,731 | New |
| 18 | Cambridge Advisors Inc. | $2.6M | 54,872 | Added |
| 19 | Koshinski Asset Management, Inc. | $1.5M | 30,899 | Added |
| 20 | Atria Investments, Inc | $1.3M | 26,923 | Added |
| 21 | BigSur Wealth Management LLC | $1.1M | 22,560 | New |
| 22 | Dynamic Advisor Solutions LLC | $674,975 | 14,140 | New |
| 23 | QUANTIFY CHAOS ADVISORS, LLC | $477,091 | 9,995 | Added |
| 24 | Worth Asset Management, LLC | $283,211 | 5,933 | New |
| 25 | OPPENHEIMER & CO INC | $269,416 | 5,644 | New |