| 1 | Gradient Investments LLC | $121.0M | 2.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $108.9M | 2.4M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $52.0M | 1.2M | Added |
| 4 | CAPITAL ADVISORS INC/OK | $47.1M | 1.0M | Trimmed |
| 5 | INSPIRION WEALTH ADVISORS, LLC | $38.2M | 850,946 | Added |
| 6 | TRUIST FINANCIAL CORP | $36.2M | 803,929 | Added |
| 7 | CGN Advisors LLC | $33.3M | 739,199 | Added |
| 8 | ALBION FINANCIAL GROUP /UT | $30.4M | 676,034 | Added |
| 9 | ARVEST INVESTMENTS, INC. | $29.0M | 643,610 | Added |
| 10 | Towneley Capital Management, Inc / DE | $28.1M | 624,815 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $27.9M | 619,658 | Added |
| 12 | Legacy Private Trust Co. | $27.1M | 602,038 | Added |
| 13 | Pictet North America Advisors SA | $26.3M | 584,021 | Trimmed |
| 14 | AllGen Financial Advisors, Inc. | $22.3M | 496,674 | Added |
| 15 | SeaBridge Investment Advisors LLC | $20.1M | 446,615 | Added |
| 16 | Financial Enhancement Group LLC | $19.8M | 439,049 | Added |
| 17 | KWB Wealth | $18.9M | 420,361 | Trimmed |
| 18 | CYPRESS FINANCIAL PLANNING LLC | $18.7M | 415,201 | New |
| 19 | Pine Valley Investments Ltd Liability Co | $16.1M | 356,418 | Added |
| 20 | Asio Capital, LLC | $15.6M | 345,999 | Trimmed |
| 21 | Secure Asset Management, LLC | $14.7M | 327,232 | Added |
| 22 | Allen Capital Group, LLC | $14.6M | 324,391 | Added |
| 23 | Goelzer Investment Management, Inc. | $14.4M | 320,242 | Trimmed |
| 24 | WESPAC Advisors SoCal, LLC | $12.6M | 279,670 | Added |
| 25 | Sage Advisory Services, Ltd.Co. | $11.5M | 256,374 | Added |