| 1 | AE Wealth Management LLC | $141.2M | 1.4M | Added |
| 2 | Beacon Capital Management, LLC | $42.5M | 421,207 | Trimmed |
| 3 | Summit Financial Wealth Advisors, LLC | $32.0M | 316,805 | Added |
| 4 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $28.7M | 284,589 | Added |
| 5 | Biltmore Wealth Management, LLC | $26.6M | 263,637 | Added |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $21.7M | 215,191 | Trimmed |
| 7 | Mid-American Wealth Advisory Group, Inc. | $17.9M | 177,678 | Added |
| 8 | Bridgewealth Advisory Group, LLC | $7.0M | 69,673 | Trimmed |
| 9 | Kooman & Associates | $6.6M | 65,055 | Added |
| 10 | Aegis Wealth Management, Inc. | $5.2M | 51,964 | Added |
| 11 | FSR Wealth Management Ltd. | $5.2M | 51,511 | Added |
| 12 | POM Investment Strategies, LLC | $4.6M | 45,501 | Added |
| 13 | Southland Equity Partners LLC | $3.7M | 37,076 | Added |
| 14 | SFG Wealth Management, LLC. | $3.7M | 36,999 | Added |
| 15 | Addison Capital Co | $3.2M | 31,348 | Added |
| 16 | Farther Finance Advisors, LLC | $3.1M | 31,035 | Added |
| 17 | Boomfish Wealth Group, LLC | $2.9M | 28,428 | Added |
| 18 | B.O.S.S. Retirement Advisors, LLC | $2.8M | 28,047 | Added |
| 19 | ABLE Financial Group, LLC | $2.8M | 27,945 | Trimmed |
| 20 | Astoria Portfolio Advisors LLC. | $2.8M | 27,258 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.6M | 25,840 | Added |
| 22 | Outlook Wealth Advisors, LLC | $2.5M | 24,342 | Added |
| 23 | Private Advisor Group, LLC | $2.2M | 21,646 | Added |
| 24 | FWG Investments, LLC. | $2.1M | 21,256 | Added |
| 25 | Elevated Capital Advisors, LLC | $2.1M | 20,564 | Added |