| 1 | RPOA Advisors, Inc. | $326.2M | 3.2M | Added |
| 2 | SENTINEL PENSION ADVISORS, LLC | $61.1M | 1.8M | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $50.6M | 503,315 | Added |
| 4 | MGO ONE SEVEN LLC | $48.3M | 479,766 | Added |
| 5 | FLAGSHIP WEALTH ADVISORS, LLC | $11.7M | 116,558 | Added |
| 6 | Wealth Forward, LLC | $7.1M | 71,072 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 63,759 | Added |
| 8 | Innovative Wealth Building LLC | $4.2M | 41,755 | Added |
| 9 | Zhang Financial LLC | $3.6M | 36,261 | Added |
| 10 | DAVENPORT & Co LLC | $3.4M | 33,708 | New |
| 11 | Alta Wealth Advisors LLC | $2.9M | 28,414 | Added |
| 12 | Treasure Coast Financial Planning | $2.7M | 26,762 | Trimmed |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 23,944 | Trimmed |
| 14 | CRUX WEALTH ADVISORS | $1.7M | 17,376 | Added |
| 15 | IFC & Insurance Marketing, Inc. | $1.4M | 14,398 | Trimmed |
| 16 | Symphony Financial, Ltd. Co. | $1.1M | 10,625 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.0M | 10,120 | Added |
| 18 | Advisory Resource Group | $970,689 | 9,649 | Trimmed |
| 19 | Private Advisor Group, LLC | $943,880 | 9,383 | Trimmed |
| 20 | Fifth Third Wealth Advisors LLC | $748,464 | 7,440 | Hold |
| 21 | Farther Finance Advisors, LLC | $731,261 | 7,269 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $678,850 | 6,748 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $555,312 | 5,520 | Trimmed |
| 24 | XY Planning Network, Inc. | $475,838 | 4,730 | New |
| 25 | Certified Advisory Corp | $371,774 | 3,696 | Trimmed |