| 1 | Venturi Wealth Management, LLC | $66.0M | 1.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $37.5M | 1.0M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $29.7M | 806,970 | Added |
| 4 | Merit Financial Group, LLC | $28.6M | 778,293 | Added |
| 5 | LVW Advisors, LLC | $24.4M | 662,732 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 641,480 | Added |
| 7 | Linscomb Wealth, Inc. | $20.2M | 550,558 | Added |
| 8 | StrongBox Wealth, LLC | $14.0M | 380,063 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $12.5M | 341,097 | Trimmed |
| 10 | Private Advisor Group, LLC | $12.5M | 339,193 | Trimmed |
| 11 | Stonebridge Financial Group, LLC | $11.9M | 323,726 | Added |
| 12 | Mendota Financial Group, LLC | $6.7M | 181,524 | Trimmed |
| 13 | Equity Wealth Partners, LLC | $6.7M | 181,307 | New |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.4M | 173,409 | Added |
| 15 | KWB Wealth | $6.3M | 170,414 | Trimmed |
| 16 | Johnson Bixby & Associates, LLC | $5.6M | 153,507 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 152,916 | Added |
| 18 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.3M | 145,250 | Added |
| 19 | Burton Enright Welch | $5.2M | 142,416 | Trimmed |
| 20 | Sovran Advisors, LLC | $5.1M | 142,186 | Added |
| 21 | D.A. DAVIDSON & CO. | $5.1M | 137,629 | Trimmed |
| 22 | Confluence Wealth Services, Inc. | $5.0M | 136,091 | Added |
| 23 | DAVENPORT & Co LLC | $4.3M | 117,369 | Added |
| 24 | Security Financial Services, INC. | $3.9M | 106,497 | Trimmed |
| 25 | Bill Few Associates, Inc. | $3.3M | 88,661 | Added |