| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.8M | 9.8M | Added |
| 2 | Gradient Investments LLC | $51.8M | 1.0M | Trimmed |
| 3 | Richard P Slaughter Associates Inc | $20.8M | 408,015 | Trimmed |
| 4 | Mason & Associates Inc | $13.7M | 268,513 | Added |
| 5 | MIDLAND WEALTH ADVISORS LLC | $11.9M | 233,265 | Trimmed |
| 6 | STEEL GROVE CAPITAL ADVISORS, LLC | $10.6M | 207,597 | Trimmed |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.5M | 186,586 | Added |
| 8 | Kestra Advisory Services, LLC | $9.3M | 183,223 | Added |
| 9 | Weaver Consulting Group | $9.0M | 176,852 | Added |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $8.8M | 172,333 | Trimmed |
| 11 | Able Wealth Management LLC | $7.8M | 152,189 | Trimmed |
| 12 | Bulwark Capital Corp | $6.5M | 127,917 | Trimmed |
| 13 | Concurrent Investment Advisors, LLC | $6.0M | 117,766 | Added |
| 14 | Wealthcare Advisory Partners LLC | $5.6M | 108,896 | Added |
| 15 | NorthCrest Asset Manangement, LLC | $5.5M | 108,477 | Added |
| 16 | J. Team Financial, Inc. | $5.2M | 102,729 | Added |
| 17 | TCFG Investment Advisors, LLC | $5.2M | 102,687 | Trimmed |
| 18 | PARSONS CAPITAL MANAGEMENT INC/RI | $4.6M | 89,596 | Trimmed |
| 19 | XY Planning Network, Inc. | $3.5M | 68,260 | Added |
| 20 | Lewis Asset Management, LLC | $3.2M | 61,885 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.0M | 58,540 | Added |
| 22 | Mechanics Bank Trust Department | $2.6M | 51,359 | Added |
| 23 | Castleview Partners, LLC | $2.3M | 45,487 | Added |
| 24 | BENJAMIN EDWARDS INC | $2.0M | 39,634 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 35,757 | Added |