| 1 | Independence Asset Advisors, LLC | $100.6M | 1.9M | Added |
| 2 | TRUE Private Wealth Advisors | $24.3M | 458,362 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $23.7M | 447,126 | Added |
| 4 | SAX WEALTH ADVISORS, LLC | $21.1M | 400,699 | Added |
| 5 | Gradient Investments LLC | $14.6M | 275,289 | Added |
| 6 | AXXCESS WEALTH MANAGEMENT, LLC | $14.4M | 272,493 | New |
| 7 | Darwin Wealth Management, LLC | $14.4M | 272,492 | Added |
| 8 | Beaumont Financial Advisors, LLC | $13.5M | 254,492 | Added |
| 9 | Diversified Portfolios, Inc. | $11.8M | 223,081 | Added |
| 10 | Integras Partners LLC | $10.4M | 196,467 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 189,420 | Added |
| 12 | WealthPlan Investment Management, LLC | $9.7M | 183,109 | Trimmed |
| 13 | Alpha Zero LLC | $9.2M | 174,296 | Added |
| 14 | WealthPLAN Partners, LLC | $8.0M | 150,428 | Trimmed |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $7.6M | 143,809 | Added |
| 16 | Atria Investments, Inc | $7.5M | 142,469 | Added |
| 17 | CWC Advisors, LLC. | $7.2M | 135,390 | Added |
| 18 | CoreCap Advisors, LLC | $6.6M | 125,174 | Added |
| 19 | Ferguson Shapiro LLC | $5.1M | 96,010 | Added |
| 20 | Cornerstone Wealth Group, LLC | $4.4M | 83,973 | Added |
| 21 | CATHY PARETO & ASSOCIATES, INC | $4.4M | 83,234 | Added |
| 22 | Sugar Maple Asset Management, LLC | $4.1M | 77,902 | Added |
| 23 | Bright Futures Wealth Management, LLC. | $3.9M | 73,928 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $3.9M | 72,756 | Added |
| 25 | HERITAGE OAK WEALTH ADVISORS LLC | $3.5M | 66,355 | New |