| 1 | Gradient Investments LLC | $28.2M | 565,301 | Added |
| 2 | New England Private Wealth Advisors LLC | $25.8M | 517,928 | Added |
| 3 | ATTICUS WEALTH MANAGEMENT, LLC | $21.5M | 432,170 | Added |
| 4 | Richard P Slaughter Associates Inc | $20.8M | 417,336 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 409,849 | Added |
| 6 | MADDEN SECURITIES Corp | $14.1M | 284,043 | Added |
| 7 | Global View Capital Management LLC | $10.9M | 218,240 | Added |
| 8 | Gainplan LLC | $8.7M | 174,131 | Trimmed |
| 9 | Owen LaRue, LLC | $8.4M | 169,551 | Trimmed |
| 10 | Able Wealth Management LLC | $8.0M | 161,270 | Trimmed |
| 11 | Compound Planning, Inc. | $7.4M | 149,064 | Trimmed |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $6.8M | 136,194 | Added |
| 13 | Capital Investment Advisory Services, LLC | $6.0M | 120,829 | Trimmed |
| 14 | Independent Wealth Advisors LLC | $5.3M | 105,650 | Trimmed |
| 15 | Apollon Wealth Management, LLC | $5.1M | 102,927 | Added |
| 16 | True North Advisors, LLC | $3.6M | 71,928 | Added |
| 17 | Gladstone Institutional Advisory LLC | $3.3M | 66,484 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $3.0M | 59,366 | Added |
| 19 | Wealthcare Advisory Partners LLC | $2.7M | 53,886 | Trimmed |
| 20 | Claro Advisors LLC | $2.6M | 52,474 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.6M | 51,532 | Added |
| 22 | ARQ WEALTH ADVISORS, LLC | $2.4M | 48,160 | Added |
| 23 | Bright Futures Wealth Management, LLC. | $2.4M | 47,423 | Added |
| 24 | Private Advisor Group, LLC | $2.2M | 44,697 | Trimmed |
| 25 | WT Wealth Management | $2.2M | 44,621 | Added |