| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 307,863 | Added |
| 2 | VanWeelden Wealth Management, LLC | $9.6M | 292,942 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $5.9M | 178,859 | Added |
| 4 | Liberty Atlantic Advisors LLC | $5.8M | 175,150 | Added |
| 5 | Rockefeller Capital Management L.P. | $4.0M | 123,486 | Added |
| 6 | WINNOW WEALTH LLC | $3.8M | 115,463 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 72,083 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.7M | 50,605 | Hold |
| 9 | Arax Advisory Partners | $1.3M | 40,608 | Added |
| 10 | Rothschild Wealth LLC | $1.3M | 38,536 | Added |
| 11 | NewCorp Financial Services, Inc. | $1.2M | 36,556 | Added |
| 12 | CreativeOne Wealth, LLC | $1.1M | 34,027 | Trimmed |
| 13 | Brookstone Capital Management | $1.1M | 32,575 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $977,750 | 29,826 | Added |
| 15 | Signal Advisors Wealth, LLC | $937,118 | 28,587 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $902,158 | 27,711 | Added |
| 17 | Worth Financial Advisory Group, LLC | $739,026 | 22,544 | New |
| 18 | WorthPointe, LLC | $645,140 | 19,680 | Added |
| 19 | Kingsview Wealth Management, LLC | $550,598 | 16,796 | Added |
| 20 | COFG Advisors, LLC | $541,706 | 16,525 | Added |
| 21 | Capital Investment Advisory Services, LLC | $479,069 | 14,614 | Added |
| 22 | SIGNATUREFD, LLC | $415,571 | 12,677 | Added |
| 23 | Farther Finance Advisors, LLC | $401,770 | 12,256 | Added |
| 24 | Chicago Partners Investment Group LLC | $309,961 | 9,618 | Added |
| 25 | Trek Financial, LLC | $239,174 | 7,296 | New |