| 1 | Trust Co | $57.4M | 1.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $14.7M | 357,904 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 354,516 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 311,928 | Trimmed |
| 5 | Keudell/Morrison Wealth Management | $12.4M | 303,249 | Added |
| 6 | Bond & Devick Financial Network, Inc. | $10.9M | 265,297 | Added |
| 7 | M&T Bank Corp | $10.8M | 264,304 | Trimmed |
| 8 | Plan Group Financial, LLC | $10.6M | 260,012 | Added |
| 9 | Concurrent Investment Advisors, LLC | $8.8M | 214,873 | Trimmed |
| 10 | Three Cord True Wealth Management, LLC | $8.6M | 210,909 | Added |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.1M | 197,794 | Added |
| 12 | AE Wealth Management LLC | $7.8M | 191,018 | Trimmed |
| 13 | TITLEIST ASSET MANAGEMENT, LLC | $7.4M | 179,521 | Added |
| 14 | Fifth Third Securities, Inc. | $5.5M | 133,735 | Added |
| 15 | Cyr Financial Inc. | $5.1M | 123,882 | Added |
| 16 | Redhawk Wealth Advisors, Inc. | $5.0M | 122,331 | Trimmed |
| 17 | Cassia Capital Partners, LLC | $4.2M | 103,332 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 91,936 | Added |
| 19 | IFP Advisors, Inc | $3.7M | 90,190 | Trimmed |
| 20 | Premier Path Wealth Partners, LLC | $3.6M | 88,432 | Added |
| 21 | Cornerstone National Bank & Trust Co | $3.4M | 82,708 | Added |
| 22 | First Heartland Consultants, Inc. | $3.2M | 78,382 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $2.7M | 67,008 | Added |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.6M | 64,544 | Trimmed |
| 25 | Atria Investments, Inc | $2.4M | 57,615 | Added |