| 1 | ENVESTNET ASSET MANAGEMENT INC | $275.7M | 12.4M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $108.8M | 4.9M | Added |
| 3 | BENJAMIN EDWARDS INC | $76.6M | 3.4M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $73.1M | 3.3M | Trimmed |
| 5 | Merit Financial Group, LLC | $56.0M | 2.5M | Added |
| 6 | Confluence Wealth Services, Inc. | $50.8M | 2.3M | Added |
| 7 | Stonebridge Financial Group, LLC | $47.6M | 2.1M | Added |
| 8 | McGlone Suttner Wealth Management, Inc. | $33.3M | 1.5M | Added |
| 9 | Northwest Financial Advisors | $32.5M | 1.5M | New |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.9M | 1.4M | Added |
| 11 | Midwest Heritage Bank, FSB | $30.7M | 1.4M | Added |
| 12 | IAM Advisory, LLC | $29.0M | 1.3M | Added |
| 13 | Bernardo Wealth Planning LLC | $27.6M | 1.2M | Added |
| 14 | ST GERMAIN D J CO INC | $26.3M | 1.2M | Added |
| 15 | D.A. DAVIDSON & CO. | $21.9M | 983,289 | Added |
| 16 | EverSource Wealth Advisors, LLC | $21.2M | 949,401 | Added |
| 17 | Private Advisor Group, LLC | $21.2M | 949,288 | Added |
| 18 | Kestra Advisory Services, LLC | $20.3M | 910,695 | Added |
| 19 | Wealthcare Advisory Partners LLC | $19.4M | 871,667 | Added |
| 20 | Main Line Retirement Advisors, LLC | $19.2M | 859,472 | Added |
| 21 | Aprio Wealth Management, LLC | $18.5M | 830,361 | Trimmed |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $18.0M | 814,299 | Trimmed |
| 23 | NavPoint Financial, Inc. | $15.8M | 710,284 | Added |
| 24 | Sovran Advisors, LLC | $15.4M | 694,734 | Added |
| 25 | Tribridge Partners Financial LLC | $15.1M | 685,314 | Trimmed |