| 1 | Tencap Wealth Coaching, LLC | $71.1M | 1.2M | Added |
| 2 | BCR Wealth Strategies, LLC | $46.8M | 788,878 | Added |
| 3 | Beacon Pointe Advisors, LLC | $44.7M | 752,651 | Added |
| 4 | FMB WEALTH MANAGEMENT | $19.4M | 327,637 | Trimmed |
| 5 | RFG Advisory, LLC | $18.1M | 304,424 | Added |
| 6 | American Trust | $15.6M | 262,819 | Added |
| 7 | Pure Financial Advisors, LLC | $13.7M | 230,992 | Added |
| 8 | Corus Family Wealth Advisors | $6.6M | 111,973 | Added |
| 9 | LVZ, Inc. | $6.2M | 104,420 | Added |
| 10 | STAGE HARBOR FINANCIAL, LLC | $4.5M | 76,042 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $4.5M | 75,086 | Trimmed |
| 12 | Financial Harvest, LLC | $4.4M | 74,011 | Added |
| 13 | ASSETMARK, INC | $3.8M | 63,780 | Added |
| 14 | Private Advisor Group, LLC | $3.3M | 55,877 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $3.0M | 51,124 | New |
| 16 | Versant Capital Management, Inc | $2.4M | 41,144 | Added |
| 17 | Rockwood Wealth Management, LLC | $1.7M | 27,827 | Added |
| 18 | BIP Wealth, LLC | $1.5M | 25,225 | Added |
| 19 | VESTIA PERSONAL WEALTH ADVISORS | $1.2M | 20,806 | Added |
| 20 | CreativeOne Wealth, LLC | $1.1M | 18,657 | Hold |
| 21 | VISTA CAPITAL PARTNERS, INC. | $1.0M | 17,363 | Added |
| 22 | SwitchPoint Financial Planning, LLC | $937,671 | 15,799 | Added |
| 23 | Applied Capital LLC | $910,370 | 15,339 | Added |
| 24 | Evanson Asset Management, LLC | $899,199 | 15,151 | Added |
| 25 | Financial Plan, Inc. | $811,077 | 13,666 | Added |