| 1 | Merit Financial Group, LLC | $29.9M | 1.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 337,836 | Added |
| 3 | Tribridge Partners Financial LLC | $6.7M | 263,072 | Trimmed |
| 4 | Wealth Science Advisors LLC | $4.6M | 181,463 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 165,160 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.9M | 113,226 | Added |
| 7 | Brookstone Capital Management | $2.7M | 106,879 | Trimmed |
| 8 | Wealthcare Advisory Partners LLC | $2.6M | 102,100 | Trimmed |
| 9 | Strategic Blueprint, LLC | $2.3M | 89,886 | Added |
| 10 | Private Advisor Group, LLC | $1.3M | 49,965 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 42,277 | Added |
| 12 | HBW ADVISORY SERVICES LLC | $777,360 | 30,750 | Added |
| 13 | 5T Wealth, LLC | $771,040 | 30,500 | Trimmed |
| 14 | FCG Investment Co | $537,074 | 21,245 | New |
| 15 | Dynamic Advisor Solutions LLC | $384,569 | 15,212 | Added |
| 16 | Kestra Advisory Services, LLC | $362,186 | 14,327 | Added |
| 17 | M.E. ALLISON & CO., INC. | $264,933 | 10,480 | New |
| 18 | TCFG Investment Advisors, LLC | $218,994 | 8,663 | Added |
| 19 | TECTONIC ADVISORS LLC | $207,347 | 8,202 | New |
| 20 | Spire Wealth Management | $99,856 | 3,950 | Hold |
| 21 | Farther Finance Advisors, LLC | $65,399 | 2,587 | Added |
| 22 | Capital Investment Advisory Services, LLC | $38,678 | 1,530 | New |
| 23 | AdvisorNet Financial, Inc | $23,384 | 925 | Hold |
| 24 | HAZLETT, BURT & WATSON, INC. | $10,000 | 387 | Added |
| 25 | Financial Life Planners | $0 | 0 | Exited |