| 1 | Cambridge Investment Research Advisors, Inc. | $30.1M | 308,406 | Added |
| 2 | ASSETMARK, INC | $24.0M | 245,482 | Added |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $23.8M | 244,296 | Added |
| 4 | Ellenbecker Investment Group | $21.8M | 223,468 | Added |
| 5 | Mesirow Financial Investment Management, Inc. | $13.9M | 141,970 | Trimmed |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.6M | 108,771 | Added |
| 7 | Patton Albertson Miller Group, LLC | $10.5M | 107,843 | Trimmed |
| 8 | CX Institutional | $8.1M | 82,700 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 79,097 | Added |
| 10 | Weaver Consulting Group | $6.0M | 61,364 | Added |
| 11 | Strategic Blueprint, LLC | $5.8M | 59,641 | Added |
| 12 | UNIQUE WEALTH, LLC | $5.6M | 57,776 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $5.3M | 54,499 | Trimmed |
| 14 | GeoWealth Management, LLC | $5.0M | 51,728 | Trimmed |
| 15 | Legacy Wealth Partners, LLC | $5.0M | 50,825 | Added |
| 16 | Fort Henry Capital, LLC | $4.9M | 50,005 | Added |
| 17 | Farther Finance Advisors, LLC | $4.7M | 48,481 | Trimmed |
| 18 | SteelPeak Wealth, LLC | $4.5M | 46,498 | Added |
| 19 | Redhawk Wealth Advisors, Inc. | $3.9M | 40,336 | Added |
| 20 | Westmount Partners, LLC | $3.7M | 38,147 | Added |
| 21 | Wealth Forward, LLC | $3.4M | 35,042 | Added |
| 22 | MARINO, STRAM & ASSOCIATES LLC | $3.0M | 30,812 | Trimmed |
| 23 | Archford Capital Strategies, LLC | $2.9M | 29,748 | Added |
| 24 | RTD Financial Advisors, Inc. | $2.7M | 27,525 | Added |
| 25 | Somnio Financial Group, LLC | $2.6M | 26,642 | Added |