| 1 | MIDLAND WEALTH ADVISORS LLC | $57.1M | 1.1M | Added |
| 2 | Beaumont Financial Advisors, LLC | $16.6M | 323,198 | Added |
| 3 | AVALON CAPITAL MANAGEMENT | $10.9M | 212,985 | Added |
| 4 | WESPAC Advisors SoCal, LLC | $6.5M | 125,714 | Added |
| 5 | Krilogy Financial LLC | $4.8M | 93,614 | Added |
| 6 | KRAEMATON INVESTMENT ADVISORS, INC | $4.2M | 81,023 | Added |
| 7 | NorthCrest Asset Manangement, LLC | $3.6M | 70,857 | Added |
| 8 | Ferguson Shapiro LLC | $3.1M | 60,300 | Added |
| 9 | Integras Partners LLC | $2.8M | 54,273 | New |
| 10 | IFP Advisors, Inc | $1.1M | 21,393 | New |
| 11 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $965,859 | 18,824 | Trimmed |
| 12 | Cushing Capital Partners, LLC | $773,857 | 15,082 | Added |
| 13 | Summit Wealth Partners, LLC | $767,700 | 14,962 | Added |
| 14 | TPG Advisors LLC | $759,015 | 14,793 | Added |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $618,029 | 12,045 | New |
| 16 | Cambridge Investment Research Advisors, Inc. | $560,000 | 10,916 | Added |
| 17 | Signal Advisors Wealth, LLC | $489,964 | 9,549 | Trimmed |
| 18 | Bison Wealth, LLC | $409,800 | 8,000 | New |
| 19 | Mills Wealth Advisors LLC | $408,735 | 7,966 | New |
| 20 | Echo45 Advisors LLC | $381,606 | 7,437 | Added |
| 21 | Opal Wealth Advisors, LLC | $331,093 | 6,453 | Added |
| 22 | Gladstone Institutional Advisory LLC | $266,172 | 5,188 | Added |
| 23 | Stonebridge Financial Planning Group, LLC | $240,695 | 4,691 | New |
| 24 | VICTORY FINANCIAL GROUP, LLC | $220,993 | 4,307 | New |
| 25 | Balefire, LLC | $207,446 | 4,043 | New |