| 1 | Worth Asset Management, LLC | $51.6M | 742,669 | Added |
| 2 | Mesirow Financial Investment Management, Inc. | $39.3M | 565,749 | Added |
| 3 | ASPIRIANT, LLC | $35.8M | 515,345 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $31.7M | 455,976 | Added |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $31.5M | 453,418 | Added |
| 6 | Lebenthal Global Advisors, LLC | $22.5M | 324,439 | Added |
| 7 | ASSETMARK, INC | $20.2M | 289,947 | Added |
| 8 | BSW Wealth Partners | $19.2M | 276,966 | Added |
| 9 | Ellenbecker Investment Group | $11.1M | 159,634 | Added |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 143,921 | Trimmed |
| 11 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $9.6M | 138,313 | Added |
| 12 | TRUE Private Wealth Advisors | $8.5M | 122,610 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $8.0M | 115,031 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 105,641 | Added |
| 15 | Legacy Wealth Partners, LLC | $6.8M | 98,018 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 88,383 | Added |
| 17 | Wealth Forward, LLC | $6.0M | 86,813 | Added |
| 18 | Weaver Consulting Group | $6.0M | 85,989 | Added |
| 19 | UNIQUE WEALTH, LLC | $5.7M | 82,611 | Trimmed |
| 20 | VIEWPOINT INVESTMENT PARTNERS CORP | $5.7M | 57,550 | Hold |
| 21 | Reyes Financial Architecture, Inc. | $5.7M | 81,320 | Added |
| 22 | Patton Albertson Miller Group, LLC | $5.3M | 76,543 | Trimmed |
| 23 | Strategic Blueprint, LLC | $5.1M | 73,066 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 72,388 | Added |
| 25 | Brookstone Capital Management | $4.4M | 63,832 | Trimmed |