| 1 | Berger Financial Group, Inc | $21.6M | 269,524 | Added |
| 2 | Tarbox Family Office, Inc. | $19.3M | 240,067 | Added |
| 3 | Wealth Management Partners, LLC | $17.5M | 218,287 | Added |
| 4 | Networth Advisors, LLC | $15.2M | 189,314 | Added |
| 5 | CGN Advisors LLC | $14.5M | 180,847 | Added |
| 6 | AE Wealth Management LLC | $11.3M | 141,166 | Added |
| 7 | Tiller Private Wealth, Inc. | $9.0M | 111,704 | Added |
| 8 | Mendota Financial Group, LLC | $7.1M | 88,914 | Added |
| 9 | Chicago Partners Investment Group LLC | $5.4M | 68,484 | Added |
| 10 | Kestra Advisory Services, LLC | $4.1M | 51,660 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 50,481 | Added |
| 12 | LexAurum Advisors, LLC | $3.8M | 47,944 | Added |
| 13 | CFS Investment Advisory Services, LLC | $3.1M | 38,813 | Added |
| 14 | HB Wealth Management, LLC | $2.6M | 32,728 | Trimmed |
| 15 | Balance Wealth, LLC | $2.6M | 32,120 | Added |
| 16 | Quad-Cities Investment Group, LLC | $2.3M | 28,370 | Added |
| 17 | Gradient Capital Advisors, LLC | $2.2M | 27,007 | Added |
| 18 | Plancorp, LLC | $1.4M | 18,101 | Added |
| 19 | Jacobi Capital Management LLC | $1.4M | 17,115 | Added |
| 20 | WMG Financial Advisors, LLC | $1.3M | 16,300 | Hold |
| 21 | SRH ADVISORS, LLC | $1.3M | 15,798 | Added |
| 22 | Canvas Wealth Advisors, LLC | $1.3M | 15,585 | Added |
| 23 | Farther Finance Advisors, LLC | $1.2M | 14,634 | Trimmed |
| 24 | Team Financial Group, LLC | $1.2M | 14,516 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $1.0M | 13,000 | New |