| 1 | CWM, LLC | $82.2M | 1.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $60.7M | 1.8M | Added |
| 3 | Foundations Investment Advisors, LLC | $44.3M | 967,316 | Added |
| 4 | Family Management Corp | $41.8M | 1.7M | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $36.3M | 791,484 | Added |
| 6 | Boothe Investment Group, Inc. | $31.1M | 679,687 | Added |
| 7 | Seascape Capital Management | $29.1M | 634,793 | Trimmed |
| 8 | UBS Group AG | $28.3M | 619,071 | Added |
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | $26.6M | 581,228 | Added |
| 10 | Benchmark Financial Wealth Advisors, LLC | $23.9M | 522,098 | Added |
| 11 | Journey Advisory Group, LLC | $22.7M | 496,108 | Added |
| 12 | NewEdge Advisors, LLC | $22.2M | 204,611 | New |
| 13 | Mariner, LLC | $21.7M | 473,936 | Added |
| 14 | OSAIC HOLDINGS, INC. | $16.0M | 558,212 | Added |
| 15 | WJ Interests, LLC | $15.2M | 611,971 | New |
| 16 | Aptus Capital Advisors, LLC | $14.4M | 319,407 | Added |
| 17 | GUARDIAN WEALTH ADVISORS, LLC / NC | $14.3M | 313,917 | Added |
| 18 | Holcombe Financial, Inc. | $11.9M | 259,959 | Added |
| 19 | Aprio Wealth Management, LLC | $10.6M | 230,753 | Added |
| 20 | Beckerman Institutional, LLC | $10.2M | 222,253 | Added |
| 21 | Cravens & Co Advisors, LLC | $9.9M | 216,828 | Added |
| 22 | Ausdal Financial Partners, Inc. | $9.5M | 222,148 | Added |
| 23 | Stratos Wealth Advisors, LLC | $9.5M | 207,064 | Added |
| 24 | Visionary Wealth Advisors | $9.3M | 202,096 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $9.1M | 197,942 | Added |