| 1 | ENVESTNET ASSET MANAGEMENT INC | $79.2M | 1.7M | Added |
| 2 | KFG WEALTH MANAGEMENT, LLC | $75.9M | 1.6M | Added |
| 3 | Signal Advisors Wealth, LLC | $67.0M | 1.5M | Added |
| 4 | First Heartland Consultants, Inc. | $53.4M | 1.2M | Added |
| 5 | Sunburst Financial Group, LLC | $51.5M | 1.1M | Added |
| 6 | Clarus Group, Inc. | $48.8M | 1.1M | Trimmed |
| 7 | Diversified Enterprises, LLC | $45.7M | 990,184 | Trimmed |
| 8 | Waterloo Capital, L.P. | $34.3M | 742,913 | Trimmed |
| 9 | 6th Street Advisors, LLC | $29.7M | 644,684 | Trimmed |
| 10 | Purewater Capital LLC | $19.8M | 428,145 | Added |
| 11 | Wealth Advisory Team LLC | $19.2M | 416,378 | Added |
| 12 | United Advisor Group, LLC | $17.5M | 379,043 | Added |
| 13 | GERBER, LLC | $15.3M | 331,625 | Added |
| 14 | Cushing Capital Partners, LLC | $14.5M | 313,908 | Added |
| 15 | Strong Retirement Solutions LLC | $13.4M | 290,565 | Added |
| 16 | MBE Wealth Management, LLC | $12.9M | 280,648 | Trimmed |
| 17 | Financial Guidance Group, Inc. | $12.7M | 274,284 | Trimmed |
| 18 | Lord & Richards Wealth Management, LLC | $12.4M | 268,008 | Added |
| 19 | EdgeRock Capital LLC | $10.9M | 236,592 | Added |
| 20 | Tailwinds Wealth, LLC | $9.3M | 202,141 | Added |
| 21 | Sunpointe, LLC | $8.0M | 173,696 | Trimmed |
| 22 | Capital Investment Advisory Services, LLC | $7.2M | 156,720 | Added |
| 23 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $6.0M | 129,564 | Added |
| 24 | TrueWealth Advisors, LLC | $5.8M | 126,503 | Trimmed |
| 25 | Wealthcare Advisory Partners LLC | $5.3M | 113,879 | Trimmed |