| 1 | Moss Adams Wealth Advisors LLC | $65.8M | 1.7M | Added |
| 2 | DIVERSIFY WEALTH MANAGEMENT, LLC | $19.7M | 519,309 | New |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 265,798 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.4M | 166,314 | Added |
| 5 | First Interstate Bank | $5.7M | 150,305 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $5.6M | 146,688 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 103,634 | Trimmed |
| 8 | Mirae Asset Global Investments Co., Ltd. | $3.5M | 91,663 | Trimmed |
| 9 | Cassady Wealth & Retirement Planning, LLC | $3.0M | 79,830 | Added |
| 10 | Farrow Financial, Inc. | $2.7M | 69,862 | Trimmed |
| 11 | Ayalon Insurance Comp Ltd. | $2.0M | 53,169 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 51,637 | Trimmed |
| 13 | Waycross Investment Management Co | $1.6M | 41,820 | Added |
| 14 | B. Riley Wealth Advisors, Inc. | $1.6M | 43,016 | New |
| 15 | Merit Financial Group, LLC | $1.4M | 36,451 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $1.3M | 34,741 | Added |
| 17 | Eagle Strategies LLC | $1.3M | 32,840 | Trimmed |
| 18 | ADVISORS MANAGEMENT GROUP INC /ADV | $1.2M | 30,385 | Added |
| 19 | Phoenix Wealth Advisors | $1.2M | 30,258 | Added |
| 20 | Private Advisor Group, LLC | $1.1M | 29,670 | Added |
| 21 | Sterling Investment Counsel, LLC | $1.1M | 29,212 | Added |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $954,445 | 24,992 | Added |
| 23 | Accel Wealth Management | $871,061 | 22,809 | Trimmed |
| 24 | Midwest Financial Group LLC | $862,521 | 22,585 | Added |
| 25 | HAZLETT, BURT & WATSON, INC. | $784,000 | 20,609 | Trimmed |