| 1 | Boulay Financial Advisors, LLC | $117.9M | 2.2M | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $53.3M | 1.0M | Added |
| 3 | Marotta Asset Management | $41.9M | 818,670 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $33.8M | 638,317 | Added |
| 5 | Prism Advisors, Inc. | $21.1M | 398,999 | Trimmed |
| 6 | Savvy Advisors, Inc. | $16.8M | 317,166 | Trimmed |
| 7 | Richard P Slaughter Associates Inc | $13.6M | 257,828 | Added |
| 8 | CENTRAL TRUST Co | $13.2M | 248,821 | Trimmed |
| 9 | Private Advisor Group, LLC | $12.7M | 239,370 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $12.6M | 238,436 | Added |
| 11 | Pine Valley Investments Ltd Liability Co | $12.1M | 228,117 | Added |
| 12 | McKinley Carter Wealth Services, Inc. | $10.4M | 197,491 | Added |
| 13 | Krilogy Financial LLC | $10.2M | 192,940 | Added |
| 14 | Highland Financial Advisors, LLC | $10.1M | 190,599 | Added |
| 15 | Wealthcare Advisory Partners LLC | $10.1M | 190,542 | Trimmed |
| 16 | Nelson Capital Management, LLC | $9.9M | 186,368 | Added |
| 17 | Benchmark Financial Wealth Advisors, LLC | $9.5M | 179,048 | Added |
| 18 | Aprio Wealth Management, LLC | $9.0M | 170,556 | Added |
| 19 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.9M | 167,970 | Trimmed |
| 20 | Breakwater Capital Group | $8.3M | 157,429 | Trimmed |
| 21 | MA Private Wealth | $8.2M | 155,832 | Trimmed |
| 22 | Fortitude Financial, LLC | $7.2M | 135,401 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 133,395 | Added |
| 24 | New England Capital Financial Advisors LLC | $6.1M | 116,106 | Added |
| 25 | Kestra Advisory Services, LLC | $6.0M | 113,209 | Trimmed |