| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.26B | 49.7M | Added |
| 2 | Annex Advisory Services, LLC | $237.8M | 9.2M | Added |
| 3 | Trilogy Capital Inc. | $107.7M | 4.2M | Added |
| 4 | Lineweaver Wealth Advisors, LLC | $40.7M | 1.6M | Added |
| 5 | NorthCrest Asset Manangement, LLC | $14.3M | 557,618 | Added |
| 6 | Guardian Financial Partners, LLC | $13.6M | 529,672 | Added |
| 7 | SENTINEL PENSION ADVISORS, LLC | $12.3M | 481,227 | Added |
| 8 | Old Port Advisors | $11.1M | 431,023 | Added |
| 9 | Prasad Wealth Partners, LLC | $9.8M | 378,849 | Trimmed |
| 10 | Gallacher Capital Management LLC | $8.0M | 309,268 | Trimmed |
| 11 | NIXON PEABODY TRUST CO | $7.9M | 306,809 | Added |
| 12 | Tenzing Financial LLC | $7.5M | 291,152 | Trimmed |
| 13 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $7.3M | 284,270 | Added |
| 14 | Spectrum Investment Advisors, Inc. | $6.3M | 246,241 | Added |
| 15 | Riverbend Wealth Management, LLC | $4.4M | 169,716 | Trimmed |
| 16 | ALPS ADVISORS INC | $3.4M | 131,117 | Trimmed |
| 17 | Blue Line Capital, LLC / IL | $2.8M | 107,187 | Added |
| 18 | Crestwood Advisors Group, LLC | $2.8M | 107,036 | Added |
| 19 | Fermata Advisors, LLC | $2.1M | 80,196 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $1.7M | 64,514 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $882,620 | 34,290 | Trimmed |
| 22 | Wealth Enhancement Trust Services, Inc. | $802,933 | 31,194 | Added |
| 23 | Integras Partners LLC | $744,221 | 28,913 | New |
| 24 | G&S Capital LLC | $744,149 | 28,910 | Trimmed |
| 25 | Apollon Wealth Management, LLC | $661,528 | 25,700 | Trimmed |