| 1 | ENVESTNET ASSET MANAGEMENT INC | $100.1M | 1.4M | Added |
| 2 | GeoWealth Management, LLC | $44.2M | 613,483 | Added |
| 3 | Madrona Financial Services, LLC | $18.8M | 261,358 | Added |
| 4 | INTEGRITY ALLIANCE, LLC. | $15.6M | 216,151 | Added |
| 5 | Encompass More Asset Management | $12.7M | 176,200 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $11.3M | 157,306 | Added |
| 7 | AMG Asset Management Group, Inc. | $11.1M | 153,480 | Trimmed |
| 8 | Atria Investments, Inc | $8.4M | 116,376 | Trimmed |
| 9 | Spire Wealth Management | $7.7M | 106,703 | Trimmed |
| 10 | Envestnet Portfolio Solutions, Inc. | $6.2M | 86,525 | Trimmed |
| 11 | Echo45 Advisors LLC | $5.0M | 68,750 | Trimmed |
| 12 | Advantage Trust Co | $3.4M | 47,492 | Added |
| 13 | Tactive Advisors, LLC | $3.0M | 41,307 | Trimmed |
| 14 | Balefire, LLC | $3.0M | 41,188 | Trimmed |
| 15 | Lunt Capital Management, Inc. | $2.7M | 37,166 | Trimmed |
| 16 | VICTORY FINANCIAL GROUP, LLC | $2.5M | 34,187 | Added |
| 17 | Signal Advisors Wealth, LLC | $2.4M | 33,183 | Added |
| 18 | WORLD EQUITY GROUP, INC. | $2.4M | 33,018 | Added |
| 19 | Independent Wealth Network Inc. | $2.0M | 27,935 | Added |
| 20 | BAM Wealth Management, LLC | $1.9M | 26,870 | Added |
| 21 | Fiduciary Alliance LLC | $1.8M | 24,286 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 24,007 | Added |
| 23 | Bravias Capital Group, LLC | $1.6M | 21,979 | Hold |
| 24 | Koshinski Asset Management, Inc. | $1.4M | 20,050 | Added |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 16,192 | Trimmed |