| 1 | Sequoia Financial Advisors, LLC | $356.0M | 5.9M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $119.1M | 2.0M | Added |
| 3 | Abacus Planning Group, Inc. | $85.2M | 1.4M | Trimmed |
| 4 | Resonant Capital Advisors, LLC | $68.8M | 1.1M | Trimmed |
| 5 | STEEL GROVE CAPITAL ADVISORS, LLC | $37.5M | 625,849 | Added |
| 6 | Allen Capital Group, LLC | $34.3M | 573,042 | Added |
| 7 | Arlington Financial Advisors, LLC | $33.4M | 557,358 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $30.4M | 508,278 | Added |
| 9 | Crumly & Associates Inc. | $22.4M | 374,640 | Added |
| 10 | Berkeley, Inc | $21.7M | 361,477 | Trimmed |
| 11 | Indivisible Partners | $17.9M | 298,065 | Added |
| 12 | Sunbeam Capital Management, LLC | $10.1M | 169,318 | Trimmed |
| 13 | PARK AVENUE SECURITIES LLC | $8.4M | 139,482 | Added |
| 14 | Old Port Advisors | $7.4M | 124,316 | Added |
| 15 | Fermata Advisors, LLC | $5.0M | 83,266 | Added |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $4.8M | 80,779 | New |
| 17 | Darwin Wealth Management, LLC | $4.8M | 80,778 | Added |
| 18 | NorthCrest Asset Manangement, LLC | $4.8M | 78,092 | Added |
| 19 | LRI Investments, LLC | $4.5M | 75,250 | Added |
| 20 | Centerpoint Advisory Group | $3.5M | 59,152 | Trimmed |
| 21 | Aspect Partners, LLC | $3.5M | 57,857 | Added |
| 22 | Stonebridge Financial Planning Group, LLC | $3.2M | 53,463 | Trimmed |
| 23 | Herold Advisors, Inc. | $3.0M | 49,321 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 41,957 | Added |
| 25 | Wealth Enhancement Trust Services, Inc. | $2.3M | 37,873 | Added |