| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $39.9M | 1.2M | Added |
| 2 | Bare Financial Services, Inc | $14.9M | 452,904 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 259,422 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.8M | 208,222 | Added |
| 5 | O'Connor Financial Group LLC | $6.3M | 190,542 | Trimmed |
| 6 | LVZ, Inc. | $5.0M | 152,464 | Trimmed |
| 7 | Atria Investments, Inc | $2.7M | 81,688 | Trimmed |
| 8 | SUMMIT WEALTH GROUP LLC / CO | $2.7M | 80,829 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 72,623 | Added |
| 10 | MONEYWISE, INC. | $2.1M | 62,607 | Added |
| 11 | First Heartland Consultants, Inc. | $1.6M | 48,116 | Added |
| 12 | EverSource Wealth Advisors, LLC | $1.5M | 46,463 | Trimmed |
| 13 | SageOak Financial, LLC | $990,318 | 30,128 | Trimmed |
| 14 | Values First Advisors, Inc. | $941,012 | 23,021 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $878,062 | 26,713 | Added |
| 16 | Merit Financial Group, LLC | $758,220 | 23,067 | Added |
| 17 | Discipline Wealth Solutions, LLC | $754,432 | 22,952 | Trimmed |
| 18 | IFP Advisors, Inc | $728,728 | 22,170 | Trimmed |
| 19 | McAdam, LLC | $539,167 | 16,403 | New |
| 20 | Kestra Advisory Services, LLC | $423,170 | 12,874 | New |
| 21 | Cornerstone Wealth Management, LLC | $414,592 | 12,613 | Added |
| 22 | Security Financial Services, INC. | $382,015 | 11,622 | Added |
| 23 | Clarity Asset Management, Inc. | $341,914 | 10,402 | Added |
| 24 | Bedel Financial Consulting, Inc. | $329,160 | 10,014 | Trimmed |
| 25 | Plan A Wealth LLC | $249,253 | 7,583 | Trimmed |