| 1 | 626 Financial, LLC | $28.5M | 305,791 | Added |
| 2 | Connecticut Wealth Management, LLC | $24.9M | 266,740 | Trimmed |
| 3 | Pinnacle Financial Group, LLC / IL | $22.4M | 240,721 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $19.9M | 213,884 | Added |
| 5 | Kestra Advisory Services, LLC | $18.9M | 202,645 | Trimmed |
| 6 | Savvy Advisors, Inc. | $13.1M | 141,011 | New |
| 7 | Melone Private Wealth, LLC | $7.7M | 83,013 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 76,971 | Added |
| 9 | Atria Investments, Inc | $6.1M | 64,983 | Trimmed |
| 10 | FFG RETIREMENT ADVISORS LLC | $5.6M | 59,772 | Trimmed |
| 11 | Envision Financial LLC | $4.1M | 44,109 | Trimmed |
| 12 | Merit Financial Group, LLC | $3.5M | 37,523 | Trimmed |
| 13 | Certified Advisory Corp | $3.0M | 31,918 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 30,363 | Trimmed |
| 15 | SONATA CAPITAL GROUP INC | $1.8M | 19,049 | Hold |
| 16 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1.8M | 18,789 | Added |
| 17 | Key Financial Inc | $1.6M | 17,587 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 15,834 | Added |
| 19 | HB Wealth Management, LLC | $1.4M | 14,490 | Hold |
| 20 | Sharper & Granite LLC | $1.3M | 13,440 | Hold |
| 21 | PARK AVENUE SECURITIES LLC | $1.2M | 12,762 | New |
| 22 | PCA Investment Advisory Services Inc. | $1.2M | 12,375 | Added |
| 23 | JFS WEALTH ADVISORS, LLC | $1.1M | 11,651 | Added |
| 24 | KMG FIDUCIARY PARTNERS, LLC | $1.0M | 11,179 | Added |
| 25 | Institute for Wealth Management, LLC. | $1.0M | 11,090 | Hold |