| 1 | Northwest Financial Advisors | $44.8M | 1.8M | New |
| 2 | State of New Jersey Common Pension Fund D | $34.0M | 1.4M | Added |
| 3 | Prentice Wealth Management LLC | $26.2M | 1.1M | Added |
| 4 | Provenance Wealth Advisors, LLC | $20.4M | 839,742 | Added |
| 5 | ASSETMARK, INC | $20.3M | 837,340 | Added |
| 6 | BENJAMIN EDWARDS INC | $19.2M | 791,079 | Added |
| 7 | Dynamic Advisor Solutions LLC | $16.5M | 681,278 | Added |
| 8 | McAlister, Sweet & Associates, Inc. | $10.3M | 425,028 | Added |
| 9 | CROBAN | $9.1M | 373,837 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 362,056 | Added |
| 11 | Ocean Park Asset Management, LLC | $7.2M | 298,000 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $5.7M | 234,361 | Added |
| 13 | Founders Financial Alliance, LLC | $5.5M | 227,041 | Added |
| 14 | Clear Creek Financial Management, LLC | $3.0M | 122,323 | Added |
| 15 | Sovran Advisors, LLC | $2.7M | 112,673 | Added |
| 16 | Merit Financial Group, LLC | $2.7M | 109,664 | New |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.1M | 86,842 | Trimmed |
| 18 | PFG Advisors | $2.0M | 81,226 | Trimmed |
| 19 | Tenzing Financial LLC | $1.4M | 58,633 | Added |
| 20 | CENTRAL TRUST Co | $1.3M | 55,545 | Added |
| 21 | MGO ONE SEVEN LLC | $1.3M | 53,491 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 51,352 | Trimmed |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 47,489 | Trimmed |
| 24 | RIVERSEDGE ADVISORS, LLC | $1.1M | 46,150 | Added |
| 25 | Capital Investment Advisory Services, LLC | $1.0M | 41,264 | Trimmed |