| 1 | Orgel Wealth Management, LLC | $10.5M | 127,788 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 45,913 | Added |
| 3 | Highland Financial Advisors, LLC | $2.5M | 30,967 | Added |
| 4 | Freedom Day Solutions, LLC | $1.8M | 21,669 | New |
| 5 | Accurate Wealth Management, LLC | $1.7M | 21,222 | Added |
| 6 | Mason & Associates Inc | $1.4M | 16,854 | Added |
| 7 | Burton Enright Welch | $927,617 | 11,335 | Trimmed |
| 8 | Apollon Wealth Management, LLC | $820,811 | 10,030 | Added |
| 9 | Northland Capital Management LLC | $726,157 | 8,873 | Trimmed |
| 10 | Trellis Wealth Advisors LLC | $699,863 | 8,552 | Added |
| 11 | Vestment Financial LLC | $643,930 | 8,098 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $617,638 | 7,547 | Added |
| 13 | Tarbox Family Office, Inc. | $608,912 | 7,441 | Added |
| 14 | Walkner Condon Financial Advisors LLC | $601,662 | 7,352 | Added |
| 15 | Asset Dedication, LLC | $578,748 | 7,072 | Trimmed |
| 16 | LexAurum Advisors, LLC | $556,243 | 6,797 | Trimmed |
| 17 | Team Hewins, LLC | $552,829 | 6,755 | Trimmed |
| 18 | MB Generational Wealth, LLC | $508,041 | 6,208 | Trimmed |
| 19 | Level Financial Advisors | $505,221 | 6,174 | Added |
| 20 | Leonard Rickey Investment Advisors P.L.L.C. | $477,948 | 5,840 | Added |
| 21 | Plancorp, LLC | $442,587 | 5,755 | Hold |
| 22 | HB Wealth Management, LLC | $408,178 | 4,987 | Hold |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC | $378,318 | 4,623 | New |
| 24 | Private Advisor Group, LLC | $367,201 | 4,487 | Added |
| 25 | Cambridge Financial Group, LLC | $335,612 | 4,101 | Hold |