| 1 | Gradient Investments LLC | $151.2M | 3.1M | Added |
| 2 | Advocacy Wealth Management, LLC | $53.2M | 1.1M | Added |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $33.3M | 678,657 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $26.3M | 535,147 | Added |
| 5 | Astoria Portfolio Advisors LLC. | $22.2M | 453,096 | Added |
| 6 | Signal Advisors Wealth, LLC | $18.7M | 380,753 | Added |
| 7 | Mattson Financial Services, LLC | $17.3M | 355,426 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $17.2M | 350,562 | Added |
| 9 | Legacy CG, LLC | $16.7M | 340,863 | Added |
| 10 | Compound Planning, Inc. | $13.9M | 282,956 | Added |
| 11 | AMI INVESTMENT MANAGEMENT INC | $12.6M | 257,109 | Added |
| 12 | Savvy Advisors, Inc. | $12.2M | 248,073 | Added |
| 13 | W.G. Shaheen & Associates DBA Whitney & Co | $10.2M | 208,134 | Added |
| 14 | New Republic Capital, LLC | $7.6M | 155,313 | Added |
| 15 | Paladin Wealth, LLC | $6.2M | 125,458 | Added |
| 16 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.8M | 119,008 | Trimmed |
| 17 | Lord & Richards Wealth Management, LLC | $5.5M | 111,171 | Added |
| 18 | MATHER GROUP, LLC. | $4.2M | 86,350 | Added |
| 19 | Global Wealth Management Investment Advisory, Inc. | $4.2M | 86,194 | Added |
| 20 | Apollon Wealth Management, LLC | $4.0M | 82,253 | New |
| 21 | Mendel Money Management | $3.8M | 78,202 | Added |
| 22 | Oregon Pacific Wealth Management, LLC | $3.8M | 76,636 | Trimmed |
| 23 | Key Financial Inc | $3.8M | 76,610 | New |
| 24 | Tailwinds Wealth, LLC | $3.7M | 76,288 | Added |
| 25 | PUFF WEALTH MANAGEMENT, LLC | $3.1M | 62,570 | Added |