| 1 | MIDLAND WEALTH ADVISORS LLC | $105.7M | 1.6M | Added |
| 2 | Mirae Asset Global Investments Co., Ltd. | $51.4M | 789,777 | Trimmed |
| 3 | CAPITAL CITY TRUST CO/FL | $49.8M | 764,715 | Added |
| 4 | SBI Securities Co., Ltd. | $30.2M | 463,578 | Trimmed |
| 5 | Valtinson Bruner Financial Planning LLC | $21.8M | 335,469 | Added |
| 6 | Fluent Financial, LLC | $16.6M | 254,318 | Trimmed |
| 7 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $14.4M | 220,523 | Added |
| 8 | One Wealth Map LLC | $13.3M | 221,145 | Added |
| 9 | Sellwood Investment Partners LLC | $8.4M | 128,316 | Added |
| 10 | NBT BANK N A /NY | $8.2M | 126,670 | Trimmed |
| 11 | Institute for Wealth Management, LLC. | $8.0M | 122,588 | Added |
| 12 | Professional Financial Management, Inc. | $7.9M | 121,134 | Added |
| 13 | RiverFront Investment Group, LLC | $6.0M | 91,887 | Added |
| 14 | Fermata Advisors, LLC | $5.3M | 81,037 | Trimmed |
| 15 | TECTONIC ADVISORS LLC | $4.9M | 74,544 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 52,154 | Trimmed |
| 17 | NOTTINGHAM ADVISORS, INC. | $3.0M | 48,465 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 38,089 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.2M | 34,102 | Trimmed |
| 20 | Decker Retirement Planning Inc. | $1.9M | 28,575 | Added |
| 21 | CITIGROUP INC | $1.6M | 24,564 | New |
| 22 | Englebert Financial Advisers, LLC | $1.5M | 23,579 | Trimmed |
| 23 | Conrad Siegel Investment Advisors, Inc. | $1.4M | 21,004 | Trimmed |
| 24 | Rareview Capital LLC | $1.3M | 18,894 | Trimmed |
| 25 | Gladstone Institutional Advisory LLC | $1.1M | 16,765 | Trimmed |