| 1 | St. Louis Financial Planners Asset Management, LLC | $52.4M | 2.7M | Added |
| 2 | TLWM | $33.9M | 1.7M | Added |
| 3 | Brookstone Capital Management | $28.2M | 1.4M | Trimmed |
| 4 | Hudson Capital Management LLC | $25.9M | 1.3M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $25.9M | 1.3M | Trimmed |
| 6 | Asset Dedication, LLC | $25.6M | 1.3M | Trimmed |
| 7 | Clark Asset Management, LLC | $22.9M | 1.2M | Added |
| 8 | Kestra Advisory Services, LLC | $19.8M | 1.0M | Added |
| 9 | KIRR MARBACH & CO LLC /IN/ | $19.2M | 985,723 | Trimmed |
| 10 | Cornerstone Wealth Management, LLC | $15.2M | 776,783 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 692,406 | Trimmed |
| 12 | Legacy Private Trust Co. | $11.8M | 606,633 | Trimmed |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 598,395 | Trimmed |
| 14 | BCS Wealth Management | $10.3M | 529,635 | Trimmed |
| 15 | Financial Solutions Advisory Group, Inc. | $9.8M | 503,498 | New |
| 16 | Straight Path Wealth Management | $9.8M | 501,253 | Added |
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | $9.5M | 488,624 | Added |
| 18 | Lantz Financial LLC | $9.5M | 488,002 | Added |
| 19 | Matthew Goff Investment Advisor, LLC | $9.3M | 476,260 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $8.9M | 457,462 | Trimmed |
| 21 | MGO ONE SEVEN LLC | $8.6M | 442,965 | Added |
| 22 | Sound Stewardship, LLC | $8.4M | 432,397 | Added |
| 23 | BENJAMIN EDWARDS INC | $8.3M | 426,163 | Added |
| 24 | Private Advisor Group, LLC | $7.9M | 405,377 | Trimmed |
| 25 | Krilogy Financial LLC | $7.9M | 403,209 | Added |