| 1 | ENVESTNET ASSET MANAGEMENT INC | $124.3M | 2.4M | Added |
| 2 | Goldstein Advisors, LLC | $22.2M | 436,469 | Added |
| 3 | CX Institutional | $21.8M | 428,304 | Added |
| 4 | Private Advisor Group, LLC | $12.2M | 239,548 | Added |
| 5 | IFP Advisors, Inc | $7.5M | 148,181 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $7.2M | 141,856 | Added |
| 7 | Dynamic Advisor Solutions LLC | $6.3M | 123,317 | Trimmed |
| 8 | FAS Wealth Partners, Inc. | $5.3M | 105,053 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 94,628 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $4.5M | 89,298 | Trimmed |
| 11 | GEM Asset Management, LLC | $4.4M | 87,210 | Added |
| 12 | ARQ WEALTH ADVISORS, LLC | $3.3M | 65,474 | New |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $3.0M | 58,481 | New |
| 14 | Allied Private Wealth LLC | $2.2M | 43,894 | New |
| 15 | Cooper Capital Advisors LLC | $1.7M | 34,400 | Added |
| 16 | Pine Valley Investments Ltd Liability Co | $1.7M | 33,796 | Trimmed |
| 17 | MATHER GROUP, LLC. | $1.5M | 28,833 | Trimmed |
| 18 | Melone Private Wealth, LLC | $1.4M | 27,646 | Added |
| 19 | First Heartland Consultants, Inc. | $1.4M | 27,520 | Trimmed |
| 20 | Concurrent Investment Advisors, LLC | $957,172 | 18,829 | Added |
| 21 | Aprio Wealth Management, LLC | $876,090 | 17,234 | Trimmed |
| 22 | Equity Wealth Partners, LLC | $846,375 | 16,649 | Added |
| 23 | Westside Investment Management, Inc. | $823,527 | 16,200 | Trimmed |
| 24 | ERn Financial, LLC | $822,002 | 16,170 | Trimmed |
| 25 | Altus Wealth Group LLC | $774,586 | 15,237 | Added |