| 1 | McAdam, LLC | $81.6M | 2.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $32.7M | 899,844 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 261,869 | Added |
| 4 | Clarity Retirement & Wealth, LLC | $9.2M | 254,398 | Added |
| 5 | Kestra Advisory Services, LLC | $8.3M | 227,161 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $6.8M | 187,182 | Added |
| 7 | PRINCIPAL SECURITIES, INC. | $4.8M | 131,560 | Added |
| 8 | New Insight Wealth Advisors | $3.6M | 98,842 | Added |
| 9 | S Harris Financial Group, LLC | $3.2M | 87,529 | Trimmed |
| 10 | REDW Wealth LLC | $2.3M | 64,653 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 58,010 | Added |
| 12 | Farther Finance Advisors, LLC | $1.2M | 32,969 | Trimmed |
| 13 | Cassilly Financial Group LLC | $1.1M | 30,705 | Added |
| 14 | Merit Financial Group, LLC | $903,982 | 24,883 | Added |
| 15 | IFP Advisors, Inc | $869,922 | 23,945 | Added |
| 16 | Ashton Thomas Private Wealth, LLC | $812,920 | 22,376 | Trimmed |
| 17 | DAHRING | CUSMANO LLC | $554,955 | 15,275 | Trimmed |
| 18 | Whipplewood Advisors, LLC | $496,776 | 13,674 | Trimmed |
| 19 | Archer Investment Management, LLC | $480,765 | 13,233 | Trimmed |
| 20 | Cyndeo Wealth Partners, LLC | $414,671 | 11,414 | Trimmed |
| 21 | Tanager Wealth Management LLP | $389,966 | 10,734 | Hold |
| 22 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $373,184 | 10,272 | Trimmed |
| 23 | Intergy Private Wealth, LLC | $258,088 | 7,104 | Hold |
| 24 | Savvy Advisors, Inc. | $252,445 | 6,949 | Trimmed |
| 25 | NWAM LLC | $213,920 | 5,888 | New |