| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $97.4M | 2.8M | Added |
| 2 | Steele Capital Management, Inc. | $82.2M | 2.3M | Added |
| 3 | SIMS INVESTMENT MANAGEMENT, LLC | $62.7M | 1.7M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $60.5M | 1.7M | Added |
| 5 | CoreCap Advisors, LLC | $59.9M | 1.7M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $56.8M | 1.6M | Added |
| 7 | Golden Reserve Retirement LLC | $55.2M | 1.5M | Added |
| 8 | Gemmer Asset Management LLC | $54.8M | 1.5M | Trimmed |
| 9 | 93 Financial Group, LLC | $54.5M | 1.5M | Trimmed |
| 10 | Kohmann Bosshard Financial Services, LLC | $52.1M | 1.4M | Added |
| 11 | Mokosak Advisory Group, LLC | $42.8M | 1.2M | Trimmed |
| 12 | RAINEY & RANDALL WEALTH ADVISORS INC. | $42.5M | 1.2M | Trimmed |
| 13 | JOHNSON INVESTMENT COUNSEL INC | $41.0M | 1.1M | Added |
| 14 | BlueSky Wealth Advisors, LLC | $39.6M | 1.1M | Added |
| 15 | Kestra Advisory Services, LLC | $36.8M | 1.0M | Added |
| 16 | Noble Family Wealth, LLC | $35.7M | 988,541 | Added |
| 17 | TruNorth Capital Management, LLC | $34.2M | 947,282 | Added |
| 18 | Dynamic Advisor Solutions LLC | $32.5M | 899,273 | Added |
| 19 | EXCHANGE TRADED CONCEPTS, LLC | $32.3M | 892,690 | Added |
| 20 | Merit Financial Group, LLC | $31.6M | 874,953 | Added |
| 21 | Charles Schwab Trust Co | $31.4M | 869,300 | Added |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $31.0M | 858,257 | Trimmed |
| 23 | FIDELIS iM, LLC | $30.4M | 840,682 | Trimmed |
| 24 | OLD NATIONAL BANCORP /IN/ | $30.3M | 838,856 | Trimmed |
| 25 | Chicago Partners Investment Group LLC | $29.5M | 860,517 | Added |