| 1 | LPL Financial LLC | $17.5M | 345,438 | Added |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | $14.5M | 286,382 | Added |
| 3 | Global Retirement Partners, LLC | $14.0M | 276,204 | Added |
| 4 | Elmwood Wealth Management, Inc. | $11.6M | 229,610 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 149,618 | Added |
| 6 | FIRST AMERICAN TRUST, FSB | $5.2M | 103,845 | Added |
| 7 | DeLarme Wealth Management, Inc. | $4.9M | 96,404 | Added |
| 8 | NDWM LLC | $4.5M | 88,772 | Added |
| 9 | SWEENEY & MICHEL, LLC | $4.2M | 84,322 | Added |
| 10 | Miracle Mile Advisors, LLC | $3.4M | 66,419 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.3M | 64,912 | Added |
| 12 | Elequin Capital, LP | $3.3M | 64,841 | New |
| 13 | Integrated Wealth Concepts LLC | $2.9M | 58,359 | Added |
| 14 | BAILARD, INC. | $2.9M | 57,765 | Added |
| 15 | HUB Investment Partners, LLC | $2.5M | 48,922 | Added |
| 16 | Precision Wealth Strategies, LLC | $2.5M | 48,758 | New |
| 17 | FINANCIAL MANAGEMENT NETWORK INC | $2.2M | 43,010 | Added |
| 18 | Pasadena Private Wealth, LLC | $2.2M | 42,671 | Added |
| 19 | Atlas Private Wealth Advisors | $1.7M | 33,089 | Added |
| 20 | HighTower Advisors, LLC | $1.6M | 32,127 | Added |
| 21 | TriaGen Wealth Management LLC | $1.6M | 31,020 | Added |
| 22 | Valmark Advisers, Inc. | $1.5M | 30,477 | Added |
| 23 | M. Kulyk & Associates, LLC | $1.5M | 30,138 | Added |
| 24 | WRAPMANAGER INC | $1.5M | 29,541 | New |
| 25 | Stratos Wealth Partners, LTD. | $1.4M | 28,644 | New |