| 1 | Boothe Investment Group, Inc. | $34.4M | 754,481 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $32.1M | 705,094 | Trimmed |
| 3 | Seascape Capital Management | $29.8M | 653,229 | Added |
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | $28.1M | 616,118 | Added |
| 5 | Benchmark Financial Wealth Advisors, LLC | $23.8M | 521,491 | Trimmed |
| 6 | SilverOak Wealth Management LLC | $15.0M | 328,419 | Added |
| 7 | Journey Advisory Group, LLC | $12.4M | 272,062 | Trimmed |
| 8 | Holcombe Financial, Inc. | $12.2M | 268,537 | Added |
| 9 | Aprio Wealth Management, LLC | $10.3M | 225,713 | Trimmed |
| 10 | Hippocratic Financial Advisors, LLC | $9.2M | 201,663 | Added |
| 11 | WADDELL & ASSOCIATES, LLC | $7.7M | 168,588 | Added |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $6.4M | 140,876 | Trimmed |
| 13 | Elyxium Wealth, LLC | $6.3M | 137,206 | Added |
| 14 | OPTIMA CAPITAL LLC | $5.7M | 124,123 | Trimmed |
| 15 | Premier Path Wealth Partners, LLC | $5.6M | 122,949 | Added |
| 16 | Ashton Thomas Private Wealth, LLC | $5.2M | 115,052 | New |
| 17 | BlueChip Wealth Advisors LLC | $3.9M | 85,933 | Added |
| 18 | Cornerstone Wealth Group, LLC | $3.8M | 83,126 | Added |
| 19 | Austin Wealth Management, LLC | $3.0M | 65,599 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.0M | 44,878 | Added |
| 21 | Pettinga Financial Advisors LLC | $1.7M | 36,215 | Added |
| 22 | Centurion Wealth Management LLC | $1.4M | 30,022 | Added |
| 23 | Beaumont Financial Advisors, LLC | $1.3M | 29,022 | Added |
| 24 | Blue Line Capital, LLC / IL | $1.1M | 23,251 | Added |
| 25 | Essential Planning, LLC. | $1.0M | 22,733 | Trimmed |