| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 160,906 | Trimmed |
| 2 | Client First Investment Management LLC | $8.0M | 119,587 | New |
| 3 | Global View Capital Management LLC | $6.3M | 94,336 | Added |
| 4 | TOTH FINANCIAL ADVISORY CORP | $6.2M | 92,077 | Added |
| 5 | Wealthcare Advisory Partners LLC | $4.5M | 67,410 | Trimmed |
| 6 | Legacy Wealth Partners, LLC | $3.7M | 55,321 | Added |
| 7 | Capital Investment Advisory Services, LLC | $2.5M | 37,577 | Added |
| 8 | Tempus Wealth Planning, LLC | $2.2M | 33,257 | New |
| 9 | Capital Investment Counsel, Inc | $1.3M | 19,675 | Trimmed |
| 10 | Atlatl Advisers LLC | $837,014 | 12,450 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $768,775 | 11,435 | Trimmed |
| 12 | Verdence Capital Advisors LLC | $410,305 | 6,103 | Hold |
| 13 | Silverleafe Capital Partners, LLC | $328,889 | 4,892 | Hold |
| 14 | Kestra Advisory Services, LLC | $250,192 | 3,721 | New |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $241,217 | 3,588 | New |
| 16 | One Wealth Map LLC | $214,419 | 3,469 | Trimmed |
| 17 | Institute for Wealth Management, LLC. | $136,370 | 2,028 | New |
| 18 | Financial Network Wealth Advisors LLC | $21,917 | 326 | Hold |
| 19 | WHITTIER TRUST CO | $7,316 | 110 | Hold |
| 20 | AE Wealth Management LLC | $0 | 0 | Exited |
| 21 | Bogart Wealth, LLC | $0 | 0 | Exited |
| 22 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 23 | Portus Wealth Advisors, LLC | $0 | 0 | Exited |