| 1 | CreativeOne Wealth, LLC | $37.1M | 1.4M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.3M | 955,518 | Trimmed |
| 3 | Strategic Equity Management | $13.7M | 524,422 | Trimmed |
| 4 | O'Connor Financial Group LLC | $13.0M | 496,107 | Trimmed |
| 5 | MONEYWISE, INC. | $7.3M | 277,518 | Added |
| 6 | Legacy Wealth Asset Management, LLC | $6.6M | 250,255 | Added |
| 7 | PAX Financial Group, LLC | $4.2M | 160,815 | Added |
| 8 | LPL Financial LLC | $3.7M | 140,850 | Added |
| 9 | Geneos Wealth Management Inc. | $3.1M | 118,179 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.0M | 112,881 | Added |
| 11 | Kestra Advisory Services, LLC | $2.8M | 108,155 | Added |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 88,647 | Added |
| 13 | EverSource Wealth Advisors, LLC | $2.2M | 85,428 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $2.1M | 82,692 | Added |
| 15 | OneAscent Financial Services LLC | $1.9M | 70,865 | Added |
| 16 | SageOak Financial, LLC | $1.6M | 61,064 | Added |
| 17 | First Heartland Consultants, Inc. | $1.5M | 56,237 | Added |
| 18 | IFP Advisors, Inc | $1.2M | 47,416 | Added |
| 19 | Merit Financial Group, LLC | $1.2M | 47,415 | Added |
| 20 | Strategic Blueprint, LLC | $1.2M | 46,255 | Added |
| 21 | 49 WEALTH MANAGEMENT, LLC | $869,793 | 33,224 | Trimmed |
| 22 | Values First Advisors, Inc. | $795,123 | 30,371 | Trimmed |
| 23 | Harvest Investment Services, LLC | $488,309 | 18,652 | Added |
| 24 | Betterment LLC | $470,000 | 17,968 | Added |
| 25 | Meriwether Wealth & Planning, LLC | $385,972 | 14,743 | Added |