| 1 | Royal Bank of Canada | $42.2M | 1.3M | Trimmed |
| 2 | Focus Partners Wealth | $24.5M | 760,502 | Trimmed |
| 3 | Tradition Wealth Management, LLC | $15.6M | 483,136 | Added |
| 4 | BOYUM WEALTH ARCHITECTS LLC | $13.4M | 405,138 | Added |
| 5 | Mutual Advisors, LLC | $12.0M | 373,258 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $10.9M | 337,631 | Added |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.3M | 289,390 | Added |
| 8 | Financial Designs Corp | $9.2M | 286,716 | Trimmed |
| 9 | GeoWealth Management, LLC | $8.2M | 253,490 | Added |
| 10 | MBL Wealth, LLC | $6.3M | 196,138 | Trimmed |
| 11 | Ted Buchan & Co | $4.9M | 151,547 | Added |
| 12 | CAHILL FINANCIAL ADVISORS INC | $4.3M | 133,736 | Added |
| 13 | Ausdal Financial Partners, Inc. | $4.3M | 132,967 | Added |
| 14 | Thrivent Financial for Lutherans | $4.2M | 130,696 | New |
| 15 | Freedom Financial Partners LLC | $4.1M | 128,723 | Added |
| 16 | Capital Management Associates, Inc | $3.7M | 114,299 | Trimmed |
| 17 | LPL Financial LLC | $3.6M | 113,302 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 103,913 | Added |
| 19 | LAUREL OAK WEALTH MANAGEMENT, LLC | $3.3M | 102,487 | Added |
| 20 | SYKON CAPITAL LLC | $2.1M | 66,586 | Added |
| 21 | UBS Group AG | $2.1M | 64,185 | Trimmed |
| 22 | BlackDiamond Wealth Management, LLC | $1.9M | 57,872 | Added |
| 23 | Belpointe Asset Management LLC | $1.6M | 50,162 | New |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 41,560 | Trimmed |
| 25 | Arete Wealth Advisors, LLC | $1.3M | 39,920 | New |