| 1 | Gradient Investments LLC | $92.1M | 858,000 | Added |
| 2 | Kozak & Associates, Inc. | $49.2M | 464,639 | Trimmed |
| 3 | Hoese & Co LLP | $8.2M | 76,759 | Added |
| 4 | Mattson Financial Services, LLC | $6.2M | 60,068 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.7M | 43,964 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 36,369 | Added |
| 7 | Oakwell Private Wealth Management, LLC | $3.8M | 35,363 | Trimmed |
| 8 | PRINCIPAL SECURITIES, INC. | $3.5M | 32,744 | Added |
| 9 | Paladin Wealth, LLC | $2.9M | 26,617 | Added |
| 10 | Artesa Financial Group, LLC | $2.1M | 19,127 | Added |
| 11 | Shira Ridge Wealth Management | $1.7M | 16,228 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $1.3M | 12,316 | Trimmed |
| 13 | Lansing Street Advisors | $1.3M | 11,941 | Trimmed |
| 14 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 10,970 | Trimmed |
| 15 | Financial Perspectives, Inc | $1.1M | 10,433 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 10,378 | Added |
| 17 | Ironwood Financial, llc | $1.1M | 10,213 | Trimmed |
| 18 | IBEX WEALTH ADVISORS | $792,246 | 7,380 | Trimmed |
| 19 | Bay Harbor Wealth Management, LLC | $628,570 | 5,855 | Added |
| 20 | HB Wealth Management, LLC | $614,004 | 5,719 | Added |
| 21 | Cornerstone Wealth Management, LLC | $421,604 | 3,927 | Trimmed |
| 22 | Nova Wealth Management, Inc. | $327,525 | 3,051 | Trimmed |
| 23 | PARSONS CAPITAL MANAGEMENT INC/RI | $318,079 | 2,963 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $276,362 | 2,574 | Trimmed |
| 25 | Archer Investment Management, LLC | $233,594 | 2,176 | New |