| 1 | Allianz Asset Management GmbH | $413.3M | 8.3M | Added |
| 2 | Orgel Wealth Management, LLC | $239.0M | 4.8M | Added |
| 3 | CWM, LLC | $62.8M | 1.3M | Added |
| 4 | Advocacy Wealth Management, LLC | $52.5M | 1.1M | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.5M | 898,129 | Trimmed |
| 6 | OneDigital Investment Advisors LLC | $30.0M | 605,723 | Added |
| 7 | McNamara Financial Services, Inc. | $22.0M | 444,488 | Added |
| 8 | LPL Financial LLC | $21.1M | 424,707 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 337,095 | Added |
| 10 | Horizon Investments, LLC | $14.9M | 302,415 | New |
| 11 | Alliance Private Wealth, LLC | $14.3M | 288,729 | Added |
| 12 | Focus Partners Wealth | $13.3M | 268,498 | Added |
| 13 | Integrated Wealth Concepts LLC | $10.9M | 218,941 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $8.2M | 166,074 | Trimmed |
| 15 | Cresta Advisors, Ltd. | $8.0M | 161,628 | Added |
| 16 | CreativeOne Wealth, LLC | $6.0M | 120,373 | Added |
| 17 | Essex Financial Services, Inc. | $5.5M | 110,218 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 103,661 | Added |
| 19 | Econ Financial Services Corp | $4.9M | 99,334 | Added |
| 20 | Cetera Investment Advisers | $4.4M | 87,981 | Added |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $3.9M | 78,909 | New |
| 22 | Wayfinding Financial, LLC | $3.9M | 78,746 | Added |
| 23 | PAX Financial Group, LLC | $3.7M | 73,611 | Added |
| 24 | HOLLENCREST CAPITAL MANAGEMENT | $3.6M | 73,013 | Hold |
| 25 | Krilogy Financial LLC | $3.6M | 72,410 | New |