| 1 | SAGESPRING WEALTH PARTNERS, LLC | $104.1M | 1.4M | Added |
| 2 | Annex Advisory Services, LLC | $46.7M | 637,191 | Added |
| 3 | Ascent Group, LLC | $42.4M | 578,242 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $32.5M | 443,265 | Trimmed |
| 5 | Dynamic Advisor Solutions LLC | $25.2M | 344,188 | Added |
| 6 | Amplius Wealth Advisors, LLC | $11.6M | 159,010 | Added |
| 7 | Hixon Zuercher, LLC | $11.0M | 150,551 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $11.0M | 150,441 | Added |
| 9 | Navigation Group, LLC | $9.4M | 128,406 | Added |
| 10 | Armbruster Capital Management, Inc. | $9.2M | 125,334 | Trimmed |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $8.8M | 119,624 | Added |
| 12 | ARQ WEALTH ADVISORS, LLC | $7.2M | 103,745 | Added |
| 13 | Farther Finance Advisors, LLC | $5.6M | 76,605 | Trimmed |
| 14 | Plancorp, LLC | $5.2M | 75,086 | New |
| 15 | LifeGoal Investments, LLC | $5.1M | 69,835 | Added |
| 16 | Beirne Wealth Consulting Services, LLC | $5.1M | 69,136 | Added |
| 17 | YHB Investment Advisors, Inc. | $4.9M | 67,396 | Added |
| 18 | Storen Legacy Partners, LLC | $4.2M | 58,001 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $4.1M | 56,530 | Trimmed |
| 20 | Private Advisor Group, LLC | $3.9M | 52,957 | Trimmed |
| 21 | Mullaney, Keating & Wright, Inc. | $3.2M | 46,227 | Added |
| 22 | Intrua Financial, LLC | $3.1M | 42,829 | Added |
| 23 | UNIQUE WEALTH, LLC | $3.1M | 42,405 | Trimmed |
| 24 | Quotient Wealth Partners, LLC | $2.9M | 40,119 | Added |
| 25 | Kastel Capital Advisors, LLC | $2.5M | 41,526 | Trimmed |