| 1 | Gradient Investments LLC | $56.5M | 1.1M | Added |
| 2 | Tanager Wealth Management LLP | $10.5M | 204,728 | New |
| 3 | Lido Advisors, LLC | $6.6M | 129,558 | New |
| 4 | Strait & Sound Wealth Management LLC | $6.2M | 121,143 | Added |
| 5 | Mattson Financial Services, LLC | $6.1M | 118,316 | Added |
| 6 | Willow Financial LLC | $6.0M | 117,064 | Added |
| 7 | Royal Bank of Canada | $5.7M | 110,542 | New |
| 8 | STIFEL FINANCIAL CORP | $5.3M | 104,314 | Added |
| 9 | Brown Financial Advisors | $3.8M | 73,575 | Added |
| 10 | Diversified Portfolios, Inc. | $2.4M | 46,428 | Added |
| 11 | Paladin Wealth, LLC | $2.0M | 39,068 | Added |
| 12 | Compass Financial Group, Inc. (Ohio) | $1.3M | 25,026 | New |
| 13 | HighTower Advisors, LLC | $762,061 | 14,900 | New |
| 14 | Grantvest Financial Group LLC | $663,095 | 12,965 | Trimmed |
| 15 | Cetera Investment Advisers | $654,554 | 12,798 | Trimmed |
| 16 | Capstone Wealth Management Group LLC | $613,229 | 11,990 | Added |
| 17 | MONECO Advisors, LLC | $528,379 | 10,331 | Added |
| 18 | ARGUS INVESTORS' COUNSEL, INC. | $466,238 | 9,116 | New |
| 19 | CWM, LLC | $367,835 | 7,192 | Added |
| 20 | CITADEL ADVISORS LLC | $336,534 | 6,580 | Trimmed |
| 21 | Evergreen Wealth Solutions, LLC | $291,698 | 5,703 | Trimmed |
| 22 | NOTTINGHAM ADVISORS, INC. | $259,459 | 5,073 | New |
| 23 | Advisory Services Network, LLC | $241,251 | 4,717 | New |
| 24 | JANE STREET GROUP, LLC | $228,311 | 4,464 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $217,371 | 4,250 | Trimmed |