| 1 | SAGESPRING WEALTH PARTNERS, LLC | $342.5M | 5.5M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $180.8M | 2.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $177.6M | 2.9M | Added |
| 4 | GR FINANCIAL GROUP, LLC | $99.3M | 1.6M | New |
| 5 | KFA Private Wealth Group, LLC | $65.5M | 1.1M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $41.1M | 661,409 | Added |
| 7 | RFG Advisory, LLC | $39.3M | 633,474 | Trimmed |
| 8 | Sowa Financial Group, Inc. | $39.3M | 632,394 | Added |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $34.4M | 553,610 | Added |
| 10 | J.W. COLE ADVISORS, INC. | $28.6M | 460,588 | New |
| 11 | Clarity Retirement & Wealth, LLC | $28.3M | 456,289 | Added |
| 12 | Centerline Wealth Advisors, LLC | $25.6M | 411,896 | Trimmed |
| 13 | UNIQUE WEALTH, LLC | $24.8M | 399,413 | Added |
| 14 | Daybright Advisory Services, Inc. | $20.3M | 339,153 | Added |
| 15 | ARWA LLC | $17.7M | 292,114 | Added |
| 16 | Kestra Advisory Services, LLC | $17.5M | 282,385 | Added |
| 17 | Copper Harbor Investment Advisors, LLC | $17.4M | 280,205 | New |
| 18 | Align Financial, LLC | $17.3M | 278,264 | Trimmed |
| 19 | Advantage Trust Co | $16.4M | 264,719 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.8M | 253,815 | Added |
| 21 | Storen Legacy Partners, LLC | $15.7M | 252,319 | Trimmed |
| 22 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $15.6M | 251,678 | Added |
| 23 | CLG LLC | $14.3M | 230,906 | Added |
| 24 | D.A. DAVIDSON & CO. | $12.7M | 204,020 | Added |
| 25 | Redhawk Wealth Advisors, Inc. | $12.5M | 201,662 | New |