| 1 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 574,396 | Added |
| 2 | FOCUS Wealth Advisors, LLC | $27.5M | 488,824 | Added |
| 3 | Cetera Investment Advisers | $24.2M | 430,367 | Added |
| 4 | ASSETMARK, INC | $16.4M | 291,563 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 268,804 | Added |
| 6 | Rockefeller Capital Management L.P. | $13.9M | 247,878 | Added |
| 7 | REAP Financial Group, LLC | $13.2M | 234,245 | Added |
| 8 | LPL Financial LLC | $11.1M | 196,889 | Added |
| 9 | MGO ONE SEVEN LLC | $10.8M | 191,866 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.2M | 181,538 | Added |
| 11 | Atria Investments, Inc | $10.0M | 178,044 | New |
| 12 | Keystone Wealth Services, LLC | $9.3M | 166,081 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $9.0M | 160,806 | Added |
| 14 | Tanglewood Legacy Advisors, LLC | $5.8M | 103,547 | Trimmed |
| 15 | Strategic Blueprint, LLC | $5.8M | 102,859 | New |
| 16 | BAM Wealth Management, LLC | $5.6M | 100,088 | New |
| 17 | Kestra Advisory Services, LLC | $5.4M | 95,431 | Trimmed |
| 18 | SACKS & ASSOCIATES, LLC | $5.3M | 93,283 | New |
| 19 | Semus Wealth Partners LLC | $4.7M | 82,839 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $4.4M | 78,386 | Added |
| 21 | CreativeOne Wealth, LLC | $4.3M | 76,631 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $4.3M | 76,402 | Added |
| 23 | Ignite Planners, LLC | $4.2M | 74,586 | Added |
| 24 | FSB PREMIER WEALTH MANAGEMENT, INC. | $4.0M | 71,694 | Added |
| 25 | Main Street Financial Solutions, LLC | $3.5M | 62,406 | Trimmed |