| 1 | ENVESTNET ASSET MANAGEMENT INC | $88.3M | 1.9M | Added |
| 2 | Gradient Investments LLC | $50.9M | 1.1M | Added |
| 3 | AE Wealth Management LLC | $24.6M | 515,315 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $9.2M | 191,754 | Added |
| 5 | Mattson Financial Services, LLC | $5.5M | 114,439 | Added |
| 6 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 107,146 | Added |
| 7 | Lido Advisors, LLC | $5.0M | 105,410 | Added |
| 8 | WESPAC Advisors SoCal, LLC | $3.8M | 78,732 | New |
| 9 | 3EDGE Asset Management, LP | $3.6M | 75,874 | Added |
| 10 | Dynamic Advisor Solutions LLC | $3.6M | 75,507 | Added |
| 11 | Meridian Wealth Management, LLC | $3.5M | 72,996 | Added |
| 12 | Brown Financial Advisors | $3.4M | 70,944 | Added |
| 13 | Dogwood Wealth Management LLC | $2.4M | 50,291 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $1.8M | 38,621 | Trimmed |
| 15 | Beacon Financial Advisory LLC | $1.8M | 38,397 | New |
| 16 | Paladin Wealth, LLC | $1.8M | 37,785 | Added |
| 17 | Continuum Advisory, LLC | $1.6M | 33,471 | Added |
| 18 | JDM Financial Group LLC | $1.6M | 32,626 | Trimmed |
| 19 | Nemes Rush Group LLC | $1.4M | 29,296 | Added |
| 20 | JANE STREET GROUP, LLC | $1.4M | 28,329 | Added |
| 21 | Benchmark Financial, LLC | $1.2M | 25,937 | Added |
| 22 | Wealthcare Advisory Partners LLC | $1.1M | 23,716 | Trimmed |
| 23 | LPL Financial LLC | $1.1M | 23,518 | Added |
| 24 | Bucket List Wealth Management, LLC | $1.1M | 23,166 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $1.0M | 20,984 | Added |