| 1 | Parcion Private Wealth LLC | $46.3M | 1.5M | Trimmed |
| 2 | Cardinal Point Capital Management ULC | $38.5M | 1.3M | Added |
| 3 | Goldstein Advisors, LLC | $33.0M | 1.1M | Added |
| 4 | Edge Wealth Management LLC | $32.6M | 1.1M | Added |
| 5 | Farther Finance Advisors, LLC | $29.2M | 955,584 | Added |
| 6 | Concurrent Investment Advisors, LLC | $23.3M | 760,768 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $23.1M | 754,052 | Added |
| 8 | ROCKLAND TRUST CO | $21.3M | 695,808 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $20.8M | 680,379 | Added |
| 10 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $19.5M | 638,441 | Added |
| 11 | Fortitude Family Office, LLC | $16.9M | 552,973 | Added |
| 12 | Merit Financial Group, LLC | $15.4M | 504,693 | Added |
| 13 | Austin Wealth Management, LLC | $14.8M | 478,909 | Added |
| 14 | Prentice Wealth Management LLC | $13.9M | 453,578 | Added |
| 15 | ALM First Financial Advisors, LLC | $13.9M | 452,775 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $12.9M | 421,632 | Added |
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | $12.6M | 411,429 | New |
| 18 | A&I FINANCIAL SERVICES, LLC | $10.8M | 353,455 | Trimmed |
| 19 | Professional Financial Advisors, LLC | $10.3M | 335,666 | Added |
| 20 | Scarborough Advisors, LLC | $9.7M | 313,922 | Trimmed |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $9.6M | 313,579 | Added |
| 22 | Leelyn Smith, LLC | $9.5M | 310,003 | Added |
| 23 | Private Advisor Group, LLC | $8.2M | 268,036 | Added |
| 24 | FMA Wealth Management, LLC | $7.4M | 240,522 | Trimmed |
| 25 | CITIGROUP INC | $7.3M | 238,206 | Added |