| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $162.4M | 1.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $133.7M | 1.1M | Added |
| 3 | True Wealth Design, LLC | $56.9M | 486,131 | Trimmed |
| 4 | Opus Capital Group, LLC | $35.8M | 305,968 | Added |
| 5 | Whitcomb & Hess, Inc. | $32.0M | 273,047 | Trimmed |
| 6 | Bravias Capital Group, LLC | $27.0M | 230,369 | Added |
| 7 | Amplius Wealth Advisors, LLC | $26.7M | 227,846 | Added |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $24.2M | 206,411 | Trimmed |
| 9 | Avondale Wealth Management | $22.8M | 195,037 | Added |
| 10 | Castellan Group | $20.5M | 174,989 | Trimmed |
| 11 | Investment Planning Advisors, Inc. | $18.8M | 160,622 | New |
| 12 | Client First Investment Management LLC | $18.1M | 154,198 | Trimmed |
| 13 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $18.0M | 153,499 | Added |
| 14 | Optimus Capital Advisors, LLC | $17.7M | 151,391 | Added |
| 15 | Commerce Advisors, LLC | $17.4M | 148,554 | Added |
| 16 | Well Done, LLC | $16.6M | 141,915 | Added |
| 17 | Allen Capital Group, LLC | $15.9M | 135,833 | Added |
| 18 | Gradient Investments LLC | $13.7M | 117,052 | Added |
| 19 | Farther Finance Advisors, LLC | $12.4M | 106,186 | Trimmed |
| 20 | Teamwork Financial Advisors, LLC | $12.4M | 105,665 | Added |
| 21 | Kathmere Capital Management, LLC | $11.7M | 100,341 | Trimmed |
| 22 | WealthPlan Investment Management, LLC | $11.7M | 100,315 | Trimmed |
| 23 | FISCHER INVESTMENT STRATEGIES, LLC | $11.4M | 97,552 | Added |
| 24 | Longview Financial Advisors, Inc. | $11.1M | 94,746 | Added |
| 25 | Innova Wealth Partners | $10.6M | 90,876 | Added |