| 1 | Wealthquest Corp | $87.1M | 2.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $66.5M | 1.9M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $42.4M | 1.2M | Added |
| 4 | Brookstone Capital Management | $34.5M | 1.0M | Added |
| 5 | Crown Wealth Group, LLC | $33.5M | 978,870 | Added |
| 6 | MTM FINANCIAL GROUP, LLC | $27.0M | 788,610 | New |
| 7 | Kure Advisory, LLC | $25.4M | 741,316 | Added |
| 8 | Clear Creek Financial Management, LLC | $22.9M | 669,133 | Added |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $22.3M | 651,904 | Added |
| 10 | Wealthcare Advisory Partners LLC | $18.0M | 525,929 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $16.5M | 481,948 | Added |
| 12 | CRA Financial Services, LLC | $15.6M | 455,717 | Added |
| 13 | Marshall Financial Group, LLC | $15.2M | 444,697 | New |
| 14 | AE Wealth Management LLC | $14.6M | 427,273 | Trimmed |
| 15 | Strategic Blueprint, LLC | $13.6M | 396,460 | Added |
| 16 | Prasad Wealth Partners, LLC | $11.9M | 347,970 | Added |
| 17 | Archer Investment Corp | $11.3M | 328,877 | Added |
| 18 | Kestra Advisory Services, LLC | $11.1M | 324,994 | Added |
| 19 | CENTRAL VALLEY ADVISORS, LLC | $10.8M | 313,952 | Trimmed |
| 20 | LAUREL OAK WEALTH MANAGEMENT, LLC | $10.4M | 303,972 | Added |
| 21 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $9.5M | 276,044 | Trimmed |
| 22 | Dominguez Wealth Management Solutions, Inc. | $9.3M | 272,564 | Trimmed |
| 23 | Carter Financial Group, INC. | $8.3M | 241,453 | New |
| 24 | Rochester Wealth Strategies, LLC | $7.5M | 219,349 | New |
| 25 | Farther Finance Advisors, LLC | $7.5M | 218,927 | Added |