| 1 | Ignite Planners, LLC | $5.0M | 84,960 | Added |
| 2 | DAYMARK WEALTH PARTNERS, LLC | $2.4M | 41,261 | Trimmed |
| 3 | 5T Wealth, LLC | $2.4M | 41,242 | Trimmed |
| 4 | 3Chopt Investment Partners, LLC | $2.3M | 38,369 | Trimmed |
| 5 | Miracle Mile Advisors, LLC | $1.9M | 32,475 | Trimmed |
| 6 | Darwin Wealth Management, LLC | $1.8M | 30,379 | Trimmed |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $1.8M | 30,380 | New |
| 8 | LifeGoal Investments, LLC | $1.4M | 24,288 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $968,780 | 16,473 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $572,000 | 9,710 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $534,485 | 9,088 | Trimmed |
| 12 | SYM FINANCIAL Corp | $377,278 | 6,415 | Hold |
| 13 | Worth Financial Advisory Group, LLC | $353,518 | 6,011 | New |
| 14 | WADDELL & ASSOCIATES, LLC | $270,005 | 4,591 | Hold |
| 15 | Cohalo Advisory LLC | $236,828 | 4,026 | Trimmed |
| 16 | M Wealth Management, LLC | $235,768 | 4,009 | Trimmed |
| 17 | WealthPlan Investment Management, LLC | $233,189 | 3,965 | Trimmed |
| 18 | ARQ WEALTH ADVISORS, LLC | $218,096 | 3,691 | Trimmed |
| 19 | Kroeger Financial Partners | $185,198 | 3,149 | New |
| 20 | Farther Finance Advisors, LLC | $166,902 | 2,840 | Added |
| 21 | WHITTIER TRUST CO OF NEVADA INC | $137,662 | 2,340 | Hold |
| 22 | Elevated Capital Advisors, LLC | $66,928 | 1,138 | Hold |
| 23 | TFC Financial Management, Inc. | $53,284 | 906 | Hold |
| 24 | AE Wealth Management LLC | $52,754 | 897 | Trimmed |
| 25 | IFP Advisors, Inc | $20,290 | 345 | Hold |