| 1 | Gradient Investments LLC | $151.2M | 3.1M | Added |
| 2 | OSAIC HOLDINGS, INC. | $54.5M | 1.1M | Added |
| 3 | Advocacy Wealth Management, LLC | $53.2M | 1.1M | Added |
| 4 | Foundations Investment Advisors, LLC | $37.7M | 766,994 | Added |
| 5 | Bank of New York Mellon Corp | $36.8M | 750,310 | Added |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $33.3M | 678,657 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $26.3M | 535,147 | Added |
| 8 | Astoria Portfolio Advisors LLC. | $22.2M | 453,096 | Added |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $21.7M | 441,639 | Added |
| 10 | Signal Advisors Wealth, LLC | $18.7M | 380,753 | Added |
| 11 | Mattson Financial Services, LLC | $17.3M | 355,426 | Added |
| 12 | PARK AVENUE SECURITIES LLC | $17.2M | 350,562 | Added |
| 13 | Legacy CG, LLC | $16.7M | 340,863 | Added |
| 14 | TPG Financial Advisors, LLC | $15.7M | 320,754 | Added |
| 15 | Hobbs Group Advisors, LLC | $15.7M | 319,516 | Added |
| 16 | Compound Planning, Inc. | $13.9M | 282,956 | Added |
| 17 | AMI INVESTMENT MANAGEMENT INC | $12.6M | 257,109 | Added |
| 18 | Savvy Advisors, Inc. | $12.2M | 248,073 | Added |
| 19 | W.G. Shaheen & Associates DBA Whitney & Co | $10.2M | 208,134 | Added |
| 20 | Mariner, LLC | $9.5M | 193,432 | Added |
| 21 | MORGAN STANLEY | $8.8M | 179,721 | Trimmed |
| 22 | New Republic Capital, LLC | $7.6M | 155,313 | Added |
| 23 | Vermillion & White Wealth Management Group, LLC | $7.4M | 149,982 | Added |
| 24 | Compass Financial Group, Inc. (Ohio) | $7.0M | 142,818 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $6.7M | 136,879 | Added |