| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M | 1.2M | Added |
| 2 | O'Connor Financial Group LLC | $15.2M | 496,003 | Trimmed |
| 3 | MONEYWISE, INC. | $8.9M | 290,812 | Added |
| 4 | Legacy Wealth Asset Management, LLC | $8.0M | 261,253 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $7.3M | 237,970 | Added |
| 6 | Kestra Advisory Services, LLC | $3.4M | 110,958 | Added |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.0M | 97,684 | Added |
| 8 | EverSource Wealth Advisors, LLC | $2.3M | 75,057 | Trimmed |
| 9 | SageOak Financial, LLC | $1.8M | 60,000 | Trimmed |
| 10 | Merit Financial Group, LLC | $1.8M | 57,744 | Added |
| 11 | First Heartland Consultants, Inc. | $1.7M | 56,320 | Added |
| 12 | IFP Advisors, Inc | $1.5M | 47,733 | Added |
| 13 | Strategic Blueprint, LLC | $1.4M | 45,933 | Trimmed |
| 14 | Values First Advisors, Inc. | $1.2M | 32,095 | Added |
| 15 | Meriwether Wealth & Planning, LLC | $446,628 | 14,579 | Trimmed |
| 16 | Atria Investments, Inc | $334,381 | 10,915 | Trimmed |
| 17 | BAM Wealth Management, LLC | $319,278 | 10,422 | Trimmed |
| 18 | Security Financial Services, INC. | $298,661 | 9,749 | Added |
| 19 | LGT Financial Advisors LLC | $99,502 | 3,248 | Hold |
| 20 | AdvisorNet Financial, Inc | $6,862 | 224 | Hold |
| 21 | GeoWealth Management, LLC | $0 | 0 | Exited |
| 22 | TrueWealth Advisors, LLC | $0 | 0 | Exited |