| 1 | Cambridge Investment Research Advisors, Inc. | $55.1M | 2.7M | Added |
| 2 | TLWM | $33.6M | 1.6M | Added |
| 3 | Brookstone Capital Management | $27.5M | 1.4M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $26.4M | 1.3M | Added |
| 5 | Clark Asset Management, LLC | $25.7M | 1.3M | Added |
| 6 | MANCHESTER FINANCIAL INC | $21.4M | 1.0M | Added |
| 7 | Kestra Advisory Services, LLC | $20.7M | 1.0M | Added |
| 8 | Cornerstone Wealth Management, LLC | $17.6M | 866,541 | Added |
| 9 | Asset Dedication, LLC | $15.8M | 778,269 | Added |
| 10 | Cornerstone Planning, LLC | $13.0M | 639,285 | Added |
| 11 | KIRR MARBACH & CO LLC /IN/ | $13.0M | 635,968 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 611,496 | Trimmed |
| 13 | Straight Path Wealth Management | $11.4M | 559,555 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.3M | 554,963 | Added |
| 15 | COOKSON PEIRCE & CO INC | $11.2M | 548,046 | Added |
| 16 | CENTRAL VALLEY ADVISORS, LLC | $11.0M | 538,903 | Trimmed |
| 17 | Sequoia Financial Advisors, LLC | $10.7M | 525,021 | Trimmed |
| 18 | Ironwood Financial, llc | $10.5M | 518,417 | Added |
| 19 | HENGEHOLD CAPITAL MANAGEMENT LLC | $9.9M | 484,794 | Added |
| 20 | HUB Investment Partners, LLC | $9.3M | 455,709 | Added |
| 21 | Ledgewood Wealth Advisors, LLC | $9.2M | 450,040 | Added |
| 22 | Red Spruce Capital, LLC | $9.0M | 441,224 | Added |
| 23 | Sound Stewardship, LLC | $8.9M | 437,452 | Added |
| 24 | WEBSTER BANK, N. A. | $8.4M | 412,168 | Added |
| 25 | ProVise Management Group, LLC | $8.2M | 404,242 | Added |