| 1 | Brookstone Capital Management | $36.8M | 1.7M | Trimmed |
| 2 | TRUE Private Wealth Advisors | $36.2M | 1.7M | Trimmed |
| 3 | Financial Advisory Corp | $34.6M | 1.6M | Added |
| 4 | Asset Advisors Investment Management, LLC | $29.0M | 1.3M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $28.0M | 1.3M | Added |
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | $24.1M | 1.1M | Added |
| 7 | HM PAYSON & CO | $20.8M | 961,074 | Added |
| 8 | ATWOOD & PALMER INC | $20.8M | 958,727 | Added |
| 9 | Journey Advisory Group, LLC | $17.5M | 808,737 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $17.1M | 790,679 | Trimmed |
| 11 | MKT Advisors LLC | $14.3M | 661,757 | Added |
| 12 | Merit Financial Group, LLC | $12.7M | 588,260 | Added |
| 13 | Krilogy Financial LLC | $12.2M | 562,283 | Added |
| 14 | Legacy Private Trust Co. | $12.0M | 555,562 | Added |
| 15 | Probity Advisors, Inc. | $11.5M | 530,491 | Added |
| 16 | SHELTON WEALTH MANAGEMENT, LLC | $10.9M | 501,211 | Added |
| 17 | ES4, LLC | $10.6M | 457,923 | New |
| 18 | Heartwood Wealth Advisors LLC | $9.7M | 446,254 | Added |
| 19 | Waycross Investment Management Co | $9.6M | 443,173 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $8.6M | 396,112 | Trimmed |
| 21 | D.A. DAVIDSON & CO. | $8.3M | 382,798 | Added |
| 22 | Robertson Stephens Wealth Management, LLC | $8.1M | 373,145 | Added |
| 23 | SPRENG CAPITAL MANAGEMENT, INC. | $7.0M | 322,517 | Trimmed |
| 24 | FORONJY FINANCIAL LLC | $6.8M | 315,571 | Added |
| 25 | FAGAN ASSOCIATES, INC. | $6.4M | 294,216 | Added |