| 1 | AXXCESS WEALTH MANAGEMENT, LLC | $74.1M | 1.5M | Added |
| 2 | Gradient Investments LLC | $51.9M | 1.0M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $45.3M | 903,256 | Added |
| 4 | Gladstone Institutional Advisory LLC | $29.2M | 581,585 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $28.6M | 569,822 | Trimmed |
| 6 | AE Wealth Management LLC | $24.8M | 495,000 | Added |
| 7 | Cyndeo Wealth Partners, LLC | $21.0M | 419,129 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $16.9M | 337,031 | Added |
| 9 | PRAIRIE ADVISORY, LLC | $16.4M | 327,927 | New |
| 10 | Fifth Third Securities, Inc. | $15.9M | 316,475 | Added |
| 11 | Johnson Bixby & Associates, LLC | $14.9M | 297,356 | Added |
| 12 | Royal Harbor Partners, LLC | $14.6M | 291,595 | Added |
| 13 | Kestra Advisory Services, LLC | $13.8M | 275,130 | Added |
| 14 | Advocate Investing Services LLC | $13.0M | 260,150 | Trimmed |
| 15 | GUIDANCE CAPITAL, INC | $13.0M | 258,641 | Added |
| 16 | Concurrent Investment Advisors, LLC | $12.5M | 249,569 | Added |
| 17 | Avestar Capital, LLC | $12.5M | 248,330 | Trimmed |
| 18 | FIRST MERCHANTS CORP | $11.6M | 231,733 | Trimmed |
| 19 | FORONJY FINANCIAL LLC | $11.4M | 228,248 | Added |
| 20 | Private Advisor Group, LLC | $10.1M | 200,903 | Trimmed |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | $9.9M | 197,063 | Added |
| 22 | Wealth Intelligence, LLC | $9.4M | 188,347 | Added |
| 23 | CoreCap Advisors, LLC | $9.3M | 184,812 | Added |
| 24 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $9.2M | 182,991 | Trimmed |
| 25 | GREENLEAF TRUST | $8.5M | 168,666 | Trimmed |