| 1 | Avantax Planning Partners, Inc. | $116.4M | 2.4M | Added |
| 2 | LPL Financial LLC | $74.5M | 1.6M | Added |
| 3 | Rice Partnership, LLC | $71.3M | 1.5M | Added |
| 4 | FSM Wealth Advisors, LLC | $55.7M | 1.2M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $51.6M | 1.1M | Added |
| 6 | HighTower Advisors, LLC | $47.0M | 982,690 | Added |
| 7 | Prime Capital Investment Advisors, LLC | $44.3M | 927,039 | Added |
| 8 | Parallel Advisors, LLC | $42.2M | 883,008 | New |
| 9 | Cetera Investment Advisers | $36.2M | 757,482 | Added |
| 10 | Kestra Investment Management, LLC | $31.7M | 663,626 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $29.3M | 612,587 | Added |
| 12 | Goldstone Financial Group, LLC | $25.8M | 538,595 | Trimmed |
| 13 | MORGAN STANLEY | $23.4M | 489,755 | Trimmed |
| 14 | Midwest Financial Partners Investments, Inc. | $21.8M | 455,947 | Added |
| 15 | Hughes Financial Services, LLC | $21.6M | 451,493 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.3M | 444,980 | Added |
| 17 | ForthRight Wealth Management, LLC | $20.2M | 421,698 | Added |
| 18 | Hills Bank & Trust Co | $20.0M | 417,820 | Added |
| 19 | Apella Capital, LLC | $20.0M | 411,563 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $17.6M | 368,315 | Added |
| 21 | Evergreen Wealth Solutions, LLC | $17.3M | 362,816 | Added |
| 22 | Royal Bank of Canada | $17.1M | 357,688 | Added |
| 23 | KMG FIDUCIARY PARTNERS, LLC | $17.0M | 356,185 | Added |
| 24 | Certified Advisory Corp | $16.8M | 351,573 | Added |
| 25 | Peak Financial Management, Inc. | $16.5M | 344,083 | Added |