| 1 | RPOA Advisors, Inc. | $870.1M | 20.6M | Trimmed |
| 2 | Bank of New York Mellon Corp | $222.8M | 5.3M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $100.3M | 2.4M | Trimmed |
| 4 | TOTAL INVESTMENT MANAGEMENT INC | $72.5M | 1.7M | Added |
| 5 | Tanager Wealth Management LLP | $50.8M | 1.2M | Trimmed |
| 6 | Talon Private Wealth, LLC | $50.7M | 1.2M | Trimmed |
| 7 | Aptus Capital Advisors, LLC | $46.0M | 1.1M | Added |
| 8 | Brookstone Capital Management | $42.1M | 998,424 | Added |
| 9 | Integrated Wealth Concepts LLC | $36.4M | 862,791 | Added |
| 10 | Signal Advisors Wealth, LLC | $34.9M | 827,487 | Added |
| 11 | Stadion Money Management, LLC | $33.1M | 785,210 | Trimmed |
| 12 | Glen Eagle Advisors, LLC | $30.2M | 716,350 | Added |
| 13 | CENTRAL TRUST Co | $29.7M | 703,812 | Added |
| 14 | GM Advisory Group, LLC | $26.0M | 615,975 | Added |
| 15 | Royal Bank of Canada | $19.9M | 471,820 | Added |
| 16 | CRUX WEALTH ADVISORS | $13.6M | 322,805 | Added |
| 17 | Curran Financial Partners, LLC | $13.5M | 320,689 | Added |
| 18 | Carolina Wealth Advisors, LLC | $12.7M | 301,218 | Trimmed |
| 19 | Lord & Richards Wealth Management, LLC | $10.1M | 239,716 | Added |
| 20 | MORGAN STANLEY | $9.9M | 233,873 | Added |
| 21 | First Heartland Consultants, Inc. | $8.9M | 209,940 | Added |
| 22 | Wealth Forward, LLC | $8.8M | 207,879 | Added |
| 23 | LPL Financial LLC | $7.5M | 178,072 | Added |
| 24 | SevenBridge Financial Group, LLC | $6.9M | 163,114 | Added |
| 25 | MARIPAU WEALTH MANAGEMENT LLC | $6.2M | 146,567 | Added |