| 1 | ENVESTNET ASSET MANAGEMENT INC | $108.2M | 2.3M | Added |
| 2 | Gradient Investments LLC | $70.0M | 1.5M | Added |
| 3 | Blue Trust, Inc. | $23.2M | 491,293 | New |
| 4 | AE Wealth Management LLC | $21.1M | 445,622 | Trimmed |
| 5 | Mattson Financial Services, LLC | $8.1M | 171,964 | Added |
| 6 | Dynamic Advisor Solutions LLC | $4.9M | 103,982 | Added |
| 7 | 3EDGE Asset Management, LP | $3.7M | 79,224 | Added |
| 8 | WESPAC Advisors SoCal, LLC | $3.4M | 71,907 | Trimmed |
| 9 | WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M | 70,731 | New |
| 10 | Paladin Wealth, LLC | $2.9M | 60,406 | Added |
| 11 | Dogwood Wealth Management LLC | $2.7M | 57,800 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 52,596 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.4M | 49,848 | Added |
| 14 | Wealthcare Advisory Partners LLC | $1.5M | 31,321 | Added |
| 15 | Benchmark Financial, LLC | $1.2M | 25,360 | Trimmed |
| 16 | Bucket List Wealth Management, LLC | $949,891 | 20,095 | Trimmed |
| 17 | Encompass More Asset Management | $687,731 | 14,549 | Added |
| 18 | Diversified Enterprises, LLC | $416,212 | 8,805 | Trimmed |
| 19 | Brookstone Capital Management | $329,977 | 6,981 | Trimmed |
| 20 | WealthPlan Investment Management, LLC | $320,535 | 6,781 | Trimmed |
| 21 | Able Wealth Management LLC | $286,929 | 6,070 | Trimmed |
| 22 | Legacy Capital Group California, Inc. | $267,406 | 5,657 | New |
| 23 | PRINCIPAL SECURITIES, INC. | $256,062 | 5,417 | New |
| 24 | RDA Financial Network | $235,783 | 4,988 | Added |
| 25 | MATHER GROUP, LLC. | $17,159 | 363 | Hold |