| 1 | Gradient Investments LLC | $39.0M | 792,708 | Added |
| 2 | Oasis Advisors, LLC | $15.9M | 4.7M | Added |
| 3 | Carrera Capital Advisors | $11.6M | 235,926 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 197,912 | Added |
| 5 | &PARTNERS | $8.2M | 167,401 | Added |
| 6 | NewEdge Wealth, LLC | $4.7M | 96,500 | Added |
| 7 | Mattson Financial Services, LLC | $4.2M | 85,529 | Added |
| 8 | WT Wealth Management | $4.2M | 85,169 | Added |
| 9 | Foundations Investment Advisors, LLC | $3.6M | 72,876 | Added |
| 10 | Orion Porfolio Solutions, LLC | $3.5M | 70,670 | Trimmed |
| 11 | STIFEL FINANCIAL CORP | $3.4M | 69,882 | Added |
| 12 | Compound Planning, Inc. | $3.3M | 67,294 | Trimmed |
| 13 | Balance Wealth, LLC | $2.9M | 58,781 | Added |
| 14 | Impact Partnership Wealth, LLC | $2.7M | 55,857 | Added |
| 15 | Brown Financial Advisors | $2.6M | 52,730 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $2.5M | 50,632 | Added |
| 17 | Inspire Advisors, LLC | $2.4M | 48,518 | Added |
| 18 | Lord & Richards Wealth Management, LLC | $2.3M | 46,436 | Trimmed |
| 19 | Signal Advisors Wealth, LLC | $2.3M | 46,438 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $1.6M | 32,934 | Added |
| 21 | Kingsview Wealth Management, LLC | $1.6M | 32,277 | Added |
| 22 | Capital Investment Advisory Services, LLC | $1.6M | 32,154 | Added |
| 23 | Camarda Financial Advisors, LLC | $1.5M | 30,903 | Added |
| 24 | Farther Finance Advisors, LLC | $1.5M | 29,741 | Trimmed |
| 25 | JANE STREET GROUP, LLC | $1.4M | 28,483 | Trimmed |