| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19.1M | 452,893 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $5.2M | 122,258 | Added |
| 3 | AE Wealth Management LLC | $4.6M | 108,218 | Added |
| 4 | MONEYWISE, INC. | $3.7M | 87,113 | Added |
| 5 | Belpointe Asset Management LLC | $3.3M | 78,581 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 43,008 | Trimmed |
| 7 | Revisor Wealth Management LLC | $1.1M | 26,634 | Added |
| 8 | Discipline Wealth Solutions, LLC | $854,953 | 20,226 | New |
| 9 | Envestnet Portfolio Solutions, Inc. | $580,071 | 13,723 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $373,900 | 8,846 | Added |
| 11 | Optivise Advisory Services LLC | $353,884 | 8,372 | Trimmed |
| 12 | Van Diest Capital, LLC | $206,164 | 4,877 | New |
| 13 | LITTLEJOHN FINANCIAL SERVICES, INC. | $202,769 | 4,797 | New |
| 14 | AdvisorNet Financial, Inc | $115,608 | 2,735 | Added |
| 15 | EverSource Wealth Advisors, LLC | $97,018 | 2,295 | Added |
| 16 | Institute for Wealth Management, LLC. | $10,020 | 237 | New |
| 17 | Farther Finance Advisors, LLC | $2,507 | 59 | New |
| 18 | Main Street Group, LTD | $127 | 3 | New |
| 19 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
| 20 | Arlington Capital Management, Inc. | $0 | 0 | Exited |
| 21 | Strategic Blueprint, LLC | $0 | 0 | Exited |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |