| 1 | 3EDGE Asset Management, LP | $128.5M | 4.4M | Added |
| 2 | New Harbor Financial Group, LLC | $37.4M | 1.3M | Added |
| 3 | Horizon Advisory Services, Inc. | $34.2M | 1.2M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $33.9M | 1.2M | Added |
| 5 | ASSETMARK, INC | $32.3M | 1.1M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $30.5M | 1.0M | Added |
| 7 | Private Advisor Group, LLC | $27.5M | 938,680 | Trimmed |
| 8 | CENTRAL TRUST Co | $24.4M | 830,472 | Added |
| 9 | Ellsworth Advisors, LLC | $20.5M | 645,893 | Added |
| 10 | INSPIRION WEALTH ADVISORS, LLC | $20.2M | 684,472 | Added |
| 11 | Sowa Financial Group, Inc. | $19.9M | 677,587 | Trimmed |
| 12 | Aprio Wealth Management, LLC | $19.4M | 661,890 | Added |
| 13 | Compound Planning, Inc. | $15.4M | 524,162 | Added |
| 14 | Cornerstone Wealth Group, LLC | $12.5M | 426,514 | New |
| 15 | Choice Wealth Advisors, LLC | $11.7M | 398,929 | New |
| 16 | Resonant Capital Advisors, LLC | $11.1M | 377,427 | Added |
| 17 | PRIVATE CLIENT SERVICES, LLC | $10.2M | 347,558 | New |
| 18 | OPPENHEIMER & CO INC | $10.1M | 342,933 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 342,820 | Added |
| 20 | Blue Trust, Inc. | $9.9M | 338,031 | Added |
| 21 | Guided Capital Wealth Management, LLC | $9.1M | 308,481 | Added |
| 22 | Great Diamond Partners, LLC | $8.4M | 284,636 | Added |
| 23 | TWIN FOCUS CAPITAL PARTNERS, LLC | $8.4M | 284,610 | Added |
| 24 | MBL Wealth, LLC | $7.6M | 259,747 | Added |
| 25 | CROBAN | $7.2M | 245,978 | New |