| 1 | Allianz Asset Management GmbH | $481.2M | 9.7M | Added |
| 2 | Orgel Wealth Management, LLC | $240.5M | 4.9M | Added |
| 3 | Advocacy Wealth Management, LLC | $53.8M | 1.1M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.4M | 1.0M | Added |
| 5 | LPL Financial LLC | $40.2M | 813,674 | Added |
| 6 | Avidian Wealth Enterprises, LLC | $36.3M | 735,585 | New |
| 7 | OneDigital Investment Advisors LLC | $35.0M | 708,959 | Added |
| 8 | McNamara Financial Services, Inc. | $22.8M | 461,740 | Added |
| 9 | Focus Partners Wealth | $20.5M | 414,439 | Added |
| 10 | NewEdge Advisors, LLC | $19.1M | 387,779 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $15.3M | 309,549 | Trimmed |
| 12 | Horizon Investments, LLC | $14.8M | 302,343 | Trimmed |
| 13 | Alliance Private Wealth, LLC | $13.3M | 270,165 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $12.9M | 261,632 | Added |
| 15 | Spectrum Investment Advisors, Inc. | $12.4M | 250,856 | New |
| 16 | FOSTER & MOTLEY INC | $9.9M | 201,422 | Added |
| 17 | Cresta Advisors, Ltd. | $8.5M | 171,795 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $7.6M | 154,442 | Trimmed |
| 19 | RFG Advisory, LLC | $7.3M | 146,964 | Added |
| 20 | Cetera Investment Advisers | $7.0M | 142,244 | Added |
| 21 | Econ Financial Services Corp | $6.0M | 122,458 | Added |
| 22 | Essex Financial Services, Inc. | $5.8M | 117,367 | Added |
| 23 | CreativeOne Wealth, LLC | $5.7M | 116,054 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 103,640 | Trimmed |
| 25 | True Wealth Design, LLC | $4.9M | 98,469 | Added |