| 1 | Foundations Investment Advisors, LLC | $53.0M | 1.2M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $35.7M | 783,836 | Trimmed |
| 3 | Boothe Investment Group, Inc. | $34.4M | 754,481 | Added |
| 4 | NewEdge Advisors, LLC | $33.1M | 725,049 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $32.1M | 705,094 | Trimmed |
| 6 | Seascape Capital Management | $29.8M | 653,229 | Added |
| 7 | UBS Group AG | $29.5M | 646,329 | Added |
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | $28.1M | 616,118 | Added |
| 9 | Benchmark Financial Wealth Advisors, LLC | $23.8M | 521,491 | Trimmed |
| 10 | Mariner, LLC | $22.5M | 493,783 | Added |
| 11 | SilverOak Wealth Management LLC | $15.0M | 328,419 | Added |
| 12 | Aptus Capital Advisors, LLC | $14.0M | 306,991 | Trimmed |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | $14.0M | 306,991 | Trimmed |
| 14 | Journey Advisory Group, LLC | $12.4M | 272,062 | Trimmed |
| 15 | Holcombe Financial, Inc. | $12.2M | 268,537 | Added |
| 16 | Stratos Wealth Advisors, LLC | $10.8M | 237,611 | Added |
| 17 | Beckerman Institutional, LLC | $10.7M | 235,558 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $10.7M | 235,493 | Added |
| 19 | Visionary Wealth Advisors | $10.4M | 228,259 | Added |
| 20 | Aprio Wealth Management, LLC | $10.3M | 225,713 | Trimmed |
| 21 | Hippocratic Financial Advisors, LLC | $9.2M | 201,663 | Added |
| 22 | Cravens & Co Advisors, LLC | $8.6M | 188,416 | Trimmed |
| 23 | Landmark Wealth Management, LLC | $8.5M | 186,581 | Added |
| 24 | WADDELL & ASSOCIATES, LLC | $7.7M | 168,588 | Added |
| 25 | Fortis Advisors, LLC | $7.6M | 165,920 | Added |