| 1 | Fiduciary Planning LLC | $28.1M | 504,012 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 445,453 | Added |
| 3 | Cetera Investment Advisers | $22.2M | 396,679 | Added |
| 4 | Rockefeller Capital Management L.P. | $19.3M | 345,258 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $18.6M | 332,315 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $18.3M | 326,913 | Trimmed |
| 7 | ASSETMARK, INC | $14.0M | 251,507 | Added |
| 8 | REAP Financial Group, LLC | $13.9M | 248,092 | Added |
| 9 | LPL Financial LLC | $9.0M | 161,929 | Added |
| 10 | Kestra Advisory Services, LLC | $8.9M | 159,927 | Added |
| 11 | Atria Investments, Inc | $8.0M | 142,632 | New |
| 12 | STEPHENS INC /AR/ | $7.2M | 128,995 | Trimmed |
| 13 | CWM, LLC | $6.8M | 122,277 | Trimmed |
| 14 | Stratos Investment Management, LLC | $6.8M | 120,879 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $6.7M | 119,837 | Added |
| 16 | Onyx Bridge Wealth Group LLC | $6.0M | 107,637 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $5.0M | 89,251 | Added |
| 18 | BAM Wealth Management, LLC | $4.6M | 82,643 | New |
| 19 | Focus Partners Wealth | $4.1M | 73,650 | Trimmed |
| 20 | CreativeOne Wealth, LLC | $3.9M | 69,378 | Added |
| 21 | Keystone Wealth Services, LLC | $3.7M | 66,411 | New |
| 22 | Cambridge Investment Research Advisors, Inc. | $3.4M | 60,976 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $3.1M | 56,132 | Added |
| 24 | Horizon Investments, LLC | $2.9M | 52,062 | Added |
| 25 | Mariner, LLC | $2.7M | 47,947 | Trimmed |