| 1 | CWM, LLC | $113.3M | 4.6M | Added |
| 2 | Taylor Securities Services, Inc. | $53.3M | 2.2M | Added |
| 3 | Swan Global Investments, LLC | $39.3M | 1.6M | Trimmed |
| 4 | Blueprint Investment Partners LLC | $38.5M | 1.6M | Trimmed |
| 5 | LPL Financial LLC | $34.9M | 1.4M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $21.2M | 856,689 | Added |
| 7 | Blueprint Financial Advisors LLC | $18.9M | 764,899 | Added |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.9M | 726,168 | New |
| 9 | Legacy CG, LLC | $17.0M | 686,712 | Added |
| 10 | Beacon Pointe Advisors, LLC | $14.7M | 593,152 | Added |
| 11 | Avior Wealth Management, LLC | $14.2M | 576,125 | Added |
| 12 | Financial Designs Corp | $13.5M | 546,342 | Added |
| 13 | LAUREL OAK WEALTH MANAGEMENT, LLC | $12.1M | 488,479 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $11.3M | 457,150 | Added |
| 15 | NewEdge Advisors, LLC | $11.3M | 992,320 | Trimmed |
| 16 | Ausdal Financial Partners, Inc. | $9.1M | 369,577 | Added |
| 17 | Atria Investments, Inc | $7.9M | 320,914 | Added |
| 18 | Spartan Planning & Wealth Management | $7.3M | 294,970 | Trimmed |
| 19 | RETIREMENT GUYS FORMULA LLC | $7.1M | 289,135 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $6.9M | 280,750 | Added |
| 21 | Inspire Advisors, LLC | $5.7M | 231,966 | New |
| 22 | J.W. COLE ADVISORS, INC. | $4.3M | 172,348 | Added |
| 23 | Marshall & Sterling Wealth Advisors Inc. | $3.7M | 151,741 | Added |
| 24 | STIFEL FINANCIAL CORP | $3.3M | 134,851 | Added |
| 25 | LaSalle St. Investment Advisors, LLC | $2.6M | 107,088 | Added |