| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.07B | 42.1M | Trimmed |
| 2 | Annex Advisory Services, LLC | $207.5M | 8.1M | Added |
| 3 | SHUFRO ROSE & CO LLC | $131.5M | 5.1M | Added |
| 4 | Stratos Investment Management, LLC | $88.3M | 3.4M | Added |
| 5 | Hamilton Wealth, LLC | $68.3M | 2.7M | Added |
| 6 | Bank of New York Mellon Corp | $56.9M | 2.2M | Added |
| 7 | Trilogy Capital Inc. | $50.0M | 1.9M | Added |
| 8 | Lineweaver Wealth Advisors, LLC | $37.8M | 1.5M | Added |
| 9 | LEVEL FOUR ADVISORY SERVICES, LLC | $31.9M | 1.2M | Trimmed |
| 10 | Meridian Wealth Management, LLC | $22.0M | 855,270 | Added |
| 11 | Thrivent Financial for Lutherans | $18.9M | 731,969 | Trimmed |
| 12 | ADAPT WEALTH ADVISORS, LLC | $18.6M | 721,532 | Added |
| 13 | Traction Financial Partners, LLC | $17.4M | 677,125 | Trimmed |
| 14 | Principle Wealth Partners LLC | $17.4M | 676,565 | Trimmed |
| 15 | NorthCrest Asset Manangement, LLC | $13.7M | 530,146 | Added |
| 16 | Guardian Financial Partners, LLC | $12.8M | 495,650 | Added |
| 17 | Vise Technologies, Inc. | $12.1M | 464,880 | Hold |
| 18 | SENTINEL PENSION ADVISORS, LLC | $11.3M | 437,659 | Added |
| 19 | World Investment Advisors | $11.2M | 436,043 | Added |
| 20 | Prasad Wealth Partners, LLC | $10.3M | 399,373 | Added |
| 21 | Old Port Advisors | $9.9M | 385,989 | Added |
| 22 | Gallacher Capital Management LLC | $9.8M | 379,430 | Added |
| 23 | Sovereign Investment Advisors, LLC | $9.6M | 373,742 | Added |
| 24 | Ethos Financial Group, LLC | $7.7M | 298,441 | Added |
| 25 | Tenzing Financial LLC | $7.6M | 292,878 | Added |