| 1 | Gradient Investments LLC | $151.6M | 3.1M | Added |
| 2 | Advocacy Wealth Management, LLC | $51.7M | 1.0M | Added |
| 3 | OSAIC HOLDINGS, INC. | $45.2M | 915,683 | Added |
| 4 | Bank of New York Mellon Corp | $35.9M | 727,272 | Added |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $33.9M | 686,434 | Added |
| 6 | Foundations Investment Advisors, LLC | $31.5M | 637,231 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $23.7M | 479,800 | Added |
| 8 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $20.2M | 408,860 | Hold |
| 9 | Legacy CG, LLC | $16.5M | 334,150 | Added |
| 10 | Mattson Financial Services, LLC | $16.2M | 327,954 | Added |
| 11 | Astoria Portfolio Advisors LLC. | $15.8M | 319,188 | Added |
| 12 | PARK AVENUE SECURITIES LLC | $15.4M | 311,576 | Added |
| 13 | TPG Financial Advisors, LLC | $15.2M | 308,262 | Added |
| 14 | Signal Advisors Wealth, LLC | $14.4M | 291,623 | Added |
| 15 | AMI INVESTMENT MANAGEMENT INC | $12.3M | 248,126 | Added |
| 16 | Compound Planning, Inc. | $11.8M | 239,485 | Trimmed |
| 17 | Savvy Advisors, Inc. | $11.4M | 231,819 | Added |
| 18 | CITADEL ADVISORS LLC | $11.0M | 222,753 | New |
| 19 | Hobbs Group Advisors, LLC | $10.6M | 213,937 | Added |
| 20 | Brown Financial Advisors | $10.1M | 203,658 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $9.9M | 201,263 | New |
| 22 | W.G. Shaheen & Associates DBA Whitney & Co | $9.8M | 197,487 | Added |
| 23 | MORGAN STANLEY | $9.5M | 192,376 | Trimmed |
| 24 | Mariner, LLC | $9.4M | 190,761 | Added |
| 25 | CAPTRUST FINANCIAL ADVISORS | $8.7M | 175,469 | Trimmed |