| 1 | Tanglewood Wealth Management, Inc. | $58.0M | 795,880 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $42.7M | 586,334 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $41.0M | 561,808 | Added |
| 4 | Heck Capital Advisors, LLC | $40.6M | 555,714 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $34.8M | 477,013 | Added |
| 6 | Kathmere Capital Management, LLC | $32.5M | 445,746 | Trimmed |
| 7 | Investment Planning Advisors, Inc. | $30.0M | 411,418 | Trimmed |
| 8 | First Heartland Consultants, Inc. | $24.4M | 335,216 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 323,223 | Added |
| 10 | Beaumont Financial Advisors, LLC | $22.4M | 307,898 | Trimmed |
| 11 | Yardley Wealth Management LLC | $17.7M | 242,657 | Trimmed |
| 12 | ADAMSBROWN WEALTH CONSULTANTS LLC | $17.7M | 242,154 | Added |
| 13 | High Note Wealth, LLC | $17.6M | 241,141 | Added |
| 14 | ENZI WEALTH | $17.0M | 249,495 | Trimmed |
| 15 | KFG WEALTH MANAGEMENT, LLC | $14.2M | 194,857 | Added |
| 16 | Longview Financial Advisors, Inc. | $13.5M | 184,625 | Added |
| 17 | Koshinski Asset Management, Inc. | $13.3M | 182,016 | Added |
| 18 | Signal Advisors Wealth, LLC | $13.1M | 180,075 | Added |
| 19 | MGO ONE SEVEN LLC | $12.8M | 175,105 | Trimmed |
| 20 | Rossby Financial, LCC | $12.4M | 170,469 | Added |
| 21 | Prospera Financial Services Inc | $12.4M | 169,457 | Added |
| 22 | Pearl Planning LLC | $12.3M | 169,045 | Trimmed |
| 23 | Members Advisory Group LLC | $11.4M | 156,601 | Added |
| 24 | TrueWealth Advisors, LLC | $10.6M | 144,903 | Added |
| 25 | Retirement Management Systems Inc. | $10.2M | 139,632 | Trimmed |