| 1 | Rockport Wealth LLC | $74.6M | 3.7M | Added |
| 2 | McIlrath & Eck, LLC | $36.9M | 1.8M | Added |
| 3 | STIFEL FINANCIAL CORP | $25.8M | 1.3M | Added |
| 4 | UPTICK PARTNERS, LLC | $21.3M | 1.1M | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 509,305 | Added |
| 6 | Copia Wealth Management | $9.6M | 475,568 | Added |
| 7 | Farther Finance Advisors, LLC | $9.0M | 443,453 | Added |
| 8 | Orion Porfolio Solutions, LLC | $6.4M | 318,427 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.1M | 301,994 | Trimmed |
| 10 | Grantvest Financial Group LLC | $4.8M | 237,273 | Added |
| 11 | OxenFree Capital LLC | $4.7M | 231,322 | Added |
| 12 | TCFG WEALTH MANAGEMENT, LLC | $4.3M | 211,159 | Added |
| 13 | TCFG Investment Advisors, LLC | $4.3M | 211,159 | New |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 189,651 | Added |
| 15 | Advyzon Investment Management, LLC | $3.3M | 163,874 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $3.2M | 156,993 | Added |
| 17 | WMG Financial Advisors, LLC | $3.1M | 155,210 | Added |
| 18 | Haven Private, LLC | $2.7M | 134,170 | Added |
| 19 | OSAIC HOLDINGS, INC. | $2.7M | 132,079 | Added |
| 20 | TCP Asset Management, LLC | $2.5M | 122,956 | Trimmed |
| 21 | Tidal Investments LLC | $2.3M | 115,081 | New |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 91,292 | Trimmed |
| 23 | Integrated Advisors Network LLC | $1.8M | 89,004 | Added |
| 24 | Prostatis Group LLC | $1.8M | 87,209 | Added |
| 25 | Ergawealth Advisors, Inc. | $1.7M | 83,097 | Added |