| 1 | Taylor Securities Services, Inc. | $62.9M | 2.4M | Added |
| 2 | Blueprint Investment Partners LLC | $44.2M | 1.7M | Added |
| 3 | Swan Global Investments, LLC | $41.8M | 1.6M | Trimmed |
| 4 | LPL Financial LLC | $40.5M | 1.5M | Added |
| 5 | NewEdge Advisors, LLC | $37.3M | 1.4M | Trimmed |
| 6 | Blueprint Financial Advisors LLC | $22.8M | 857,002 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $22.5M | 845,273 | Trimmed |
| 8 | Legacy CG, LLC | $20.0M | 751,283 | Added |
| 9 | Beacon Pointe Advisors, LLC | $17.3M | 650,777 | Added |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | $16.8M | 630,722 | Added |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $16.6M | 623,845 | Trimmed |
| 12 | Financial Designs Corp | $16.2M | 607,632 | Added |
| 13 | Avior Wealth Management, LLC | $14.2M | 533,624 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $13.0M | 488,134 | Added |
| 15 | MY Wealth Management Inc. | $11.5M | 429,643 | New |
| 16 | Ausdal Financial Partners, Inc. | $10.0M | 376,676 | Added |
| 17 | Atria Investments, Inc | $8.8M | 331,070 | Added |
| 18 | Spartan Planning & Wealth Management | $8.2M | 308,649 | Added |
| 19 | RETIREMENT GUYS FORMULA LLC | $7.9M | 294,582 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $7.8M | 291,066 | Added |
| 21 | Inspire Advisors, LLC | $7.5M | 282,321 | Added |
| 22 | Ethos Financial Group, LLC | $7.0M | 267,815 | New |
| 23 | J.W. COLE ADVISORS, INC. | $5.7M | 212,929 | Added |
| 24 | Marshall & Sterling Wealth Advisors Inc. | $5.1M | 189,652 | Added |
| 25 | STIFEL FINANCIAL CORP | $4.1M | 152,252 | Added |