| 1 | RPOA Advisors, Inc. | $1.57B | 11.0M | Added |
| 2 | SENTINEL PENSION ADVISORS, LLC | $146.6M | 3.1M | Added |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $56.0M | 390,319 | Added |
| 4 | Zhang Financial LLC | $41.7M | 290,869 | Trimmed |
| 5 | WealthBridge Capital Management, LLC | $22.3M | 155,823 | Added |
| 6 | Kestra Advisory Services, LLC | $21.9M | 152,466 | Added |
| 7 | MGO ONE SEVEN LLC | $21.0M | 146,767 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $18.4M | 128,639 | Added |
| 9 | VAQUERO PRIVATE WEALTH, LTD | $18.1M | 126,339 | New |
| 10 | Carolina Wealth Advisors, LLC | $16.9M | 118,144 | Added |
| 11 | CRUX WEALTH ADVISORS | $10.0M | 69,947 | Added |
| 12 | IFP Advisors, Inc | $7.2M | 50,408 | Trimmed |
| 13 | DAVENPORT & Co LLC | $6.8M | 47,477 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $5.4M | 37,418 | Added |
| 15 | Wealth Forward, LLC | $5.1M | 35,865 | Added |
| 16 | Symphony Financial, Ltd. Co. | $3.2M | 22,695 | Trimmed |
| 17 | David Kennon Inc | $2.9M | 20,115 | Added |
| 18 | Wealth Group Ltd | $2.0M | 14,058 | Added |
| 19 | COLLECTIVE FAMILY OFFICE LLC | $1.7M | 11,657 | Trimmed |
| 20 | Herold Advisors, Inc. | $1.6M | 11,174 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 11,067 | Added |
| 22 | Single Point Partners, LLC | $1.3M | 9,142 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 8,380 | Trimmed |
| 24 | Krilogy Financial LLC | $999,142 | 6,968 | Trimmed |
| 25 | Lantern Wealth Advisors, LLC | $987,898 | 6,890 | Added |