| 1 | LRI Investments, LLC | $87.9M | 1.1M | Added |
| 2 | Quantum Financial Advisors, LLC | $73.4M | 894,764 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $49.0M | 597,110 | Added |
| 4 | Private Advisor Group, LLC | $44.6M | 544,143 | Trimmed |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $37.8M | 461,690 | Trimmed |
| 6 | SC&H Financial Advisors, Inc. | $37.1M | 452,203 | Added |
| 7 | KFG WEALTH MANAGEMENT, LLC | $33.4M | 407,966 | Trimmed |
| 8 | Keyes, Stange & Wooten Wealth Management, LLC | $33.2M | 405,324 | Added |
| 9 | BCO Wealth Management LLC | $33.2M | 405,069 | Added |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | $33.0M | 400,422 | Added |
| 11 | Hardy Reed LLC | $32.6M | 397,070 | Added |
| 12 | Sageworth Trust Co | $30.5M | 372,379 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $27.6M | 336,258 | Added |
| 14 | RIVERCHASE WEALTH MANAGEMENT, LLC | $27.0M | 329,785 | Added |
| 15 | SageOak Financial, LLC | $22.3M | 271,900 | Added |
| 16 | Cypress Point Wealth Management, LLC | $20.5M | 249,842 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 211,734 | Added |
| 18 | Amicus Financial Advisors, LLC | $15.9M | 194,121 | Added |
| 19 | Hutchens & Kramer Investment Management Group, LLC | $15.9M | 193,799 | Trimmed |
| 20 | Heritage Investment Group, Inc. | $13.3M | 162,743 | Trimmed |
| 21 | Essential Planning, LLC. | $13.3M | 162,396 | Added |
| 22 | Farther Finance Advisors, LLC | $12.8M | 155,897 | Trimmed |
| 23 | Morton Capital Management LLC/CA | $12.6M | 154,034 | Trimmed |
| 24 | EverSource Wealth Advisors, LLC | $12.6M | 153,132 | Trimmed |
| 25 | HEFFERNAN ADVISORY, INC | $12.4M | 151,842 | Added |