| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $130.9M | 2.6M | Added |
| 2 | WADDELL & ASSOCIATES, LLC | $84.0M | 1.7M | Added |
| 3 | LPL Financial LLC | $80.5M | 1.6M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $56.8M | 1.2M | Added |
| 5 | Tidemark, LLC | $20.2M | 413,985 | Added |
| 6 | Private Advisor Group, LLC | $20.2M | 413,408 | Trimmed |
| 7 | ARQ WEALTH ADVISORS, LLC | $18.1M | 357,877 | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 295,528 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $13.8M | 283,227 | Added |
| 10 | Cetera Investment Advisers | $13.8M | 281,777 | Added |
| 11 | Meridian Wealth Management, LLC | $12.1M | 246,844 | Trimmed |
| 12 | Royal Bank of Canada | $10.0M | 203,914 | Trimmed |
| 13 | CHANNEL WEALTH LLC | $9.4M | 191,519 | Added |
| 14 | SIERRA OCEAN, LLC | $9.0M | 183,824 | Added |
| 15 | Snowden Capital Advisors LLC | $6.8M | 138,407 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 131,896 | Added |
| 17 | TITLEIST ASSET MANAGEMENT, LLC | $6.2M | 127,370 | Added |
| 18 | Bravera Wealth | $5.5M | 111,896 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $5.2M | 105,678 | Trimmed |
| 20 | Equitable Holdings, Inc. | $5.1M | 104,260 | Added |
| 21 | Synergy Investment Management, LLC | $5.1M | 103,598 | Added |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.3M | 88,727 | Added |
| 23 | &PARTNERS | $4.2M | 86,464 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $4.2M | 85,172 | Added |
| 25 | CreativeOne Wealth, LLC | $3.8M | 77,494 | Trimmed |