| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.26B | 49.7M | Added |
| 2 | Annex Advisory Services, LLC | $237.8M | 9.2M | Added |
| 3 | SHUFRO ROSE & CO LLC | $136.4M | 5.3M | Added |
| 4 | Trilogy Capital Inc. | $107.7M | 4.2M | Added |
| 5 | Stratos Investment Management, LLC | $84.4M | 3.3M | Trimmed |
| 6 | Bank of New York Mellon Corp | $58.1M | 2.3M | Added |
| 7 | Lineweaver Wealth Advisors, LLC | $40.7M | 1.6M | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $37.1M | 1.4M | Added |
| 9 | Hamilton Wealth, LLC | $34.4M | 1.3M | Added |
| 10 | LEVEL FOUR ADVISORY SERVICES, LLC | $32.3M | 1.3M | Added |
| 11 | Thrivent Financial for Lutherans | $25.1M | 976,388 | Added |
| 12 | Meridian Wealth Management, LLC | $23.8M | 923,625 | Added |
| 13 | Vise Technologies, Inc. | $20.4M | 790,997 | Added |
| 14 | ADAPT WEALTH ADVISORS, LLC | $17.6M | 682,887 | Trimmed |
| 15 | Traction Financial Partners, LLC | $17.4M | 677,300 | Added |
| 16 | Principle Wealth Partners LLC | $16.5M | 642,470 | Trimmed |
| 17 | NorthCrest Asset Manangement, LLC | $14.3M | 557,618 | Added |
| 18 | Guardian Financial Partners, LLC | $13.6M | 529,672 | Added |
| 19 | SENTINEL PENSION ADVISORS, LLC | $12.3M | 481,227 | Added |
| 20 | World Investment Advisors | $11.2M | 436,043 | Hold |
| 21 | Old Port Advisors | $11.1M | 431,023 | Added |
| 22 | Ethos Financial Group, LLC | $10.9M | 424,943 | Added |
| 23 | Prasad Wealth Partners, LLC | $9.8M | 378,849 | Trimmed |
| 24 | Sovereign Investment Advisors, LLC | $9.6M | 373,742 | Hold |
| 25 | Gallacher Capital Management LLC | $8.0M | 309,268 | Trimmed |