| 1 | Royal Bank of Canada | $42.7M | 1.3M | Added |
| 2 | Focus Partners Wealth | $25.2M | 777,098 | Added |
| 3 | Tradition Wealth Management, LLC | $16.9M | 520,567 | Added |
| 4 | BOYUM WEALTH ARCHITECTS LLC | $14.6M | 437,177 | Added |
| 5 | MML INVESTORS SERVICES, LLC | $12.5M | 386,968 | Added |
| 6 | Mutual Advisors, LLC | $8.6M | 266,497 | Trimmed |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.8M | 241,237 | Trimmed |
| 8 | MBL Wealth, LLC | $5.2M | 160,923 | Trimmed |
| 9 | Ted Buchan & Co | $4.8M | 148,384 | Trimmed |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | $4.5M | 139,884 | Added |
| 11 | CAHILL FINANCIAL ADVISORS INC | $4.5M | 138,718 | Added |
| 12 | Ausdal Financial Partners, Inc. | $4.3M | 131,828 | Trimmed |
| 13 | Freedom Financial Partners LLC | $4.2M | 130,791 | Added |
| 14 | LPL Financial LLC | $4.1M | 126,631 | Added |
| 15 | Capital Management Associates, Inc | $3.8M | 116,288 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 99,569 | Trimmed |
| 17 | UBS Group AG | $2.2M | 66,434 | Added |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $1.8M | 56,801 | New |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 47,050 | New |
| 20 | BlackDiamond Wealth Management, LLC | $1.3M | 37,446 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $904,008 | 27,905 | New |
| 22 | MGO ONE SEVEN LLC | $562,037 | 17,349 | Trimmed |
| 23 | Osbon Capital Management LLC | $536,267 | 16,553 | Trimmed |
| 24 | AQR CAPITAL MANAGEMENT LLC | $517,006 | 15,959 | Added |
| 25 | IHT Wealth Management, LLC | $478,035 | 14,756 | Trimmed |