| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $41.0M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $35.0M | 1.7M | Added |
| 3 | AE Wealth Management LLC | $25.0M | 1.2M | Trimmed |
| 4 | Park Edge Advisors, LLC | $16.3M | 772,287 | Added |
| 5 | Insight Wealth Strategies, LLC | $16.0M | 764,328 | Added |
| 6 | Altiora Financial Group, LLC | $12.1M | 572,852 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $9.1M | 432,404 | Added |
| 8 | DRIVE WEALTH MANAGEMENT, LLC | $7.9M | 374,924 | Trimmed |
| 9 | Orion Porfolio Solutions, LLC | $7.9M | 373,393 | Added |
| 10 | LPL Financial LLC | $7.8M | 367,962 | Trimmed |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $6.7M | 318,211 | Added |
| 12 | Meridian Wealth Management, LLC | $6.6M | 314,635 | Added |
| 13 | Soltis Investment Advisors LLC | $5.8M | 273,003 | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $5.6M | 267,497 | Added |
| 15 | WCG Wealth Advisors LLC | $5.4M | 256,662 | Added |
| 16 | OSAIC HOLDINGS, INC. | $5.3M | 250,086 | Added |
| 17 | SlateStone Wealth, LLC | $4.9M | 232,405 | Trimmed |
| 18 | ADAPT WEALTH ADVISORS, LLC | $4.3M | 201,459 | Trimmed |
| 19 | Focus Partners Wealth | $4.2M | 199,619 | Added |
| 20 | Security National Bank | $3.7M | 173,368 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 172,024 | Trimmed |
| 22 | Fifth Third Securities, Inc. | $3.5M | 165,206 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $2.9M | 138,183 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $2.8M | 134,820 | Added |
| 25 | Kingsview Wealth Management, LLC | $2.7M | 127,672 | Added |