| 1 | ENVESTNET ASSET MANAGEMENT INC | $33.6M | 560,836 | Added |
| 2 | Cetera Investment Advisers | $23.4M | 390,534 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 297,435 | Added |
| 4 | ASSETMARK, INC | $16.3M | 272,104 | Added |
| 5 | Atria Investments, Inc | $15.0M | 250,168 | Added |
| 6 | LPL Financial LLC | $14.6M | 243,513 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $12.1M | 202,177 | Trimmed |
| 8 | Keystone Wealth Services, LLC | $10.6M | 176,510 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $9.6M | 160,253 | Added |
| 10 | Legacy Capital Wealth Partners, LLC | $9.0M | 150,577 | Added |
| 11 | Kestra Advisory Services, LLC | $7.9M | 132,079 | Added |
| 12 | Rockefeller Capital Management L.P. | $7.2M | 120,643 | Added |
| 13 | Mariner, LLC | $7.1M | 118,687 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $5.6M | 93,057 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $5.5M | 92,306 | Trimmed |
| 16 | BAM Wealth Management, LLC | $5.5M | 92,263 | New |
| 17 | CreativeOne Wealth, LLC | $4.3M | 71,442 | Added |
| 18 | Avantra Family Wealth, Inc. | $4.1M | 68,796 | Added |
| 19 | Aptus Capital Advisors, LLC | $4.1M | 68,550 | Added |
| 20 | Financial Guidance Group, Inc. | $4.1M | 67,603 | Trimmed |
| 21 | REAP Financial Group, LLC | $4.0M | 66,920 | Added |
| 22 | Valtinson Bruner Financial Planning LLC | $3.9M | 65,191 | Trimmed |
| 23 | Foguth Wealth Management, LLC. | $3.9M | 64,841 | Trimmed |
| 24 | Fragasso Financial Advisors Inc | $3.5M | 58,699 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $3.2M | 53,661 | Added |