| 1 | BENJAMIN EDWARDS INC | $107.4M | 4.8M | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $75.2M | 3.4M | Trimmed |
| 3 | CX Institutional | $61.0M | 2.7M | Added |
| 4 | ASSETMARK, INC | $43.8M | 2.0M | Added |
| 5 | FINANCIAL LIFE ADVISORS | $29.0M | 1.3M | Added |
| 6 | ALTFEST L J & CO INC | $19.8M | 885,863 | Added |
| 7 | Gladstone Institutional Advisory LLC | $19.7M | 885,033 | Added |
| 8 | 93 Financial Group, LLC | $17.9M | 801,374 | Added |
| 9 | Private Advisor Group, LLC | $15.9M | 713,679 | Added |
| 10 | ST GERMAIN D J CO INC | $15.7M | 705,795 | Added |
| 11 | Leicht Financial Planning & Wealth Management, Inc. | $13.8M | 618,696 | Trimmed |
| 12 | Collier Financial | $11.0M | 494,650 | Trimmed |
| 13 | Detalus Advisors, LLC | $7.3M | 328,868 | Added |
| 14 | Leslie Global Wealth, LLC | $7.3M | 326,291 | New |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $7.3M | 325,064 | Trimmed |
| 16 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $6.8M | 305,897 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 293,896 | Trimmed |
| 18 | True Blue Financial, LLC | $6.5M | 289,271 | Added |
| 19 | Portside Wealth Group, LLC | $6.4M | 284,956 | Added |
| 20 | TSFG, LLC | $6.1M | 271,418 | Added |
| 21 | Midwest Capital Advisors, LLC | $6.0M | 268,183 | Added |
| 22 | Drucker Wealth 3.0, LLC | $5.0M | 225,295 | Added |
| 23 | Boltwood Capital Management | $5.0M | 223,723 | Added |
| 24 | Checchi Capital Advisers, LLC | $5.0M | 222,811 | Trimmed |
| 25 | HORIZON FINANCIAL SERVICES, LLC | $4.7M | 210,457 | Added |