| 1 | Avantax Planning Partners, Inc. | $121.8M | 2.5M | Added |
| 2 | LPL Financial LLC | $82.1M | 1.7M | Added |
| 3 | Rice Partnership, LLC | $78.6M | 1.6M | Added |
| 4 | FSM Wealth Advisors, LLC | $66.7M | 1.4M | Added |
| 5 | Hills Bank & Trust Co | $61.2M | 1.3M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $57.1M | 1.2M | Added |
| 7 | HighTower Advisors, LLC | $48.0M | 991,898 | Added |
| 8 | Parallel Advisors, LLC | $47.8M | 988,934 | Added |
| 9 | Prime Capital Investment Advisors, LLC | $44.7M | 924,746 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $42.5M | 878,679 | Added |
| 11 | Cetera Investment Advisers | $39.1M | 808,930 | Added |
| 12 | MORGAN STANLEY | $27.5M | 569,467 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 567,754 | Added |
| 14 | Goldstone Financial Group, LLC | $27.4M | 566,365 | Added |
| 15 | Kestra Investment Management, LLC | $25.8M | 534,010 | Trimmed |
| 16 | Hughes Financial Services, LLC | $23.9M | 495,030 | Added |
| 17 | Midwest Financial Partners Investments, Inc. | $23.3M | 482,644 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 456,577 | Added |
| 19 | ForthRight Wealth Management, LLC | $22.0M | 455,739 | Added |
| 20 | Apella Capital, LLC | $21.3M | 441,355 | Added |
| 21 | KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366,185 | Added |
| 22 | Certified Advisory Corp | $17.6M | 364,814 | Added |
| 23 | Peak Financial Management, Inc. | $17.3M | 357,597 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $15.7M | 325,000 | Added |
| 25 | ADE, LLC | $14.8M | 306,297 | Added |