| 1 | Sequoia Financial Advisors, LLC | $215.5M | 4.4M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $22.2M | 452,964 | Trimmed |
| 3 | YARGER WEALTH STRATEGIES, LLC | $19.6M | 395,595 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 263,939 | Trimmed |
| 5 | United Advisor Group, LLC | $9.8M | 200,703 | Added |
| 6 | MBL Wealth, LLC | $5.5M | 112,033 | Trimmed |
| 7 | TPG Advisors LLC | $4.4M | 89,791 | Added |
| 8 | Sandy Cove Advisors, LLC | $4.3M | 87,200 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $4.0M | 82,041 | Added |
| 10 | MB, LEVIS & ASSOCIATES, LLC | $2.9M | 59,470 | Added |
| 11 | Nautilus Advisors LLC | $2.9M | 58,203 | Added |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 56,075 | Trimmed |
| 13 | Capital Investment Advisory Services, LLC | $2.6M | 52,052 | Added |
| 14 | Kestra Advisory Services, LLC | $2.1M | 43,621 | Trimmed |
| 15 | Lighthouse Wealth Management Inc. | $2.1M | 43,043 | Added |
| 16 | Beaumont Financial Advisors, LLC | $2.0M | 41,792 | Trimmed |
| 17 | Apella Capital, LLC | $1.9M | 39,171 | Trimmed |
| 18 | Formidable Asset Management, LLC | $1.4M | 32,312 | Trimmed |
| 19 | Bill Few Associates, Inc. | $1.4M | 28,493 | Added |
| 20 | Capital Advisors, Ltd. LLC | $1.4M | 28,041 | Hold |
| 21 | Selby Wealth Management, LLC | $1.4M | 27,921 | Added |
| 22 | NavPoint Financial, Inc. | $1.3M | 25,722 | Added |
| 23 | STUDIO INVESTMENT MANAGEMENT LLC | $1.1M | 23,210 | Trimmed |
| 24 | Nvest Wealth Strategies, Inc. | $1.1M | 22,591 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 21,109 | Trimmed |