| 1 | McIlrath & Eck, LLC | $55.1M | 763,230 | Added |
| 2 | Elwood & Goetz Wealth Advisory Group, LLC | $30.3M | 419,573 | Added |
| 3 | Berger Financial Group, Inc | $17.6M | 244,192 | Added |
| 4 | Wealth Management Partners, LLC | $15.7M | 217,157 | Added |
| 5 | Networth Advisors, LLC | $12.9M | 178,285 | Added |
| 6 | CGN Advisors LLC | $12.0M | 165,461 | Trimmed |
| 7 | Tarbox Family Office, Inc. | $11.6M | 160,661 | New |
| 8 | AMERICAN CENTURY COMPANIES INC | $11.5M | 159,550 | Added |
| 9 | Envision Financial Planning, LLC | $10.2M | 141,457 | Added |
| 10 | LPL Financial LLC | $8.8M | 122,110 | Added |
| 11 | HighTower Advisors, LLC | $8.7M | 119,840 | Added |
| 12 | Independent Advisor Alliance | $8.4M | 115,855 | New |
| 13 | AE Wealth Management LLC | $8.2M | 113,090 | Added |
| 14 | Tiller Private Wealth, Inc. | $7.6M | 105,533 | Added |
| 15 | Chicago Partners Investment Group LLC | $5.2M | 67,642 | Added |
| 16 | Mendota Financial Group, LLC | $4.9M | 68,505 | Added |
| 17 | Kestra Advisory Services, LLC | $3.8M | 52,161 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 48,353 | New |
| 19 | &PARTNERS | $3.5M | 48,143 | New |
| 20 | LexAurum Advisors, LLC | $3.1M | 43,432 | Added |
| 21 | CFS Investment Advisory Services, LLC | $2.9M | 37,740 | Added |
| 22 | HB Wealth Management, LLC | $2.5M | 34,076 | Trimmed |
| 23 | ENDEAVOR PRIVATE WEALTH, INC. | $1.8M | 25,423 | Added |
| 24 | Summit Financial, LLC | $1.8M | 25,379 | Added |
| 25 | Quad-Cities Investment Group, LLC | $1.8M | 24,537 | Added |