| 1 | Paul R. Ried Financial Group, LLC | $28.8M | 923,972 | Trimmed |
| 2 | Atria Investments, Inc | $13.9M | 444,813 | New |
| 3 | BFI Infinity Ltd. | $12.6M | 404,253 | Added |
| 4 | Sumitomo Mitsui Trust Group, Inc. | $8.3M | 266,991 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 140,874 | Added |
| 6 | Stegent Equity Advisors, Inc. | $3.6M | 116,747 | Added |
| 7 | TKG Advisors, LLC | $3.3M | 105,953 | Added |
| 8 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M | 103,159 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.0M | 96,251 | Added |
| 10 | Carnegie Investment Counsel | $2.8M | 89,393 | Added |
| 11 | Savvy Advisors, Inc. | $2.7M | 86,264 | Added |
| 12 | ASSETMARK, INC | $2.3M | 73,895 | Added |
| 13 | G&S Capital LLC | $2.2M | 72,108 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 69,464 | Added |
| 15 | LeClair Wealth Partners LLC | $1.5M | 47,839 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 45,514 | Added |
| 17 | Brookstone Capital Management | $1.3M | 41,308 | Trimmed |
| 18 | WT Wealth Management | $1.2M | 38,606 | Trimmed |
| 19 | PRIVATE TRUST CO NA | $1.0M | 33,689 | Trimmed |
| 20 | Allied Private Wealth LLC | $843,631 | 28,588 | New |
| 21 | Harfst & Associates, Inc. | $729,612 | 23,415 | Added |
| 22 | Secure Asset Management, LLC | $723,722 | 23,226 | Added |
| 23 | Cambridge Advisors Inc. | $722,476 | 23,186 | Added |
| 24 | CATHY PARETO & ASSOCIATES, INC | $718,625 | 23,062 | Added |
| 25 | Brookwood Investment Group LLC | $426,238 | 13,679 | Added |