| 1 | Retirement Planning Group, LLC | $139.3M | 2.5M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $117.2M | 2.1M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $106.3M | 1.9M | Added |
| 4 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $99.6M | 1.8M | Added |
| 5 | Ellevest, Inc. | $56.6M | 1.0M | Trimmed |
| 6 | Willis Johnson & Associates, Inc. | $47.0M | 859,157 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $43.4M | 794,463 | Trimmed |
| 8 | Tanglewood Wealth Management, Inc. | $43.2M | 790,796 | Trimmed |
| 9 | LPL Financial LLC | $41.9M | 767,211 | Added |
| 10 | Aptus Capital Advisors, LLC | $36.2M | 662,086 | Trimmed |
| 11 | Heck Capital Advisors, LLC | $33.7M | 614,830 | Added |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $33.4M | 610,969 | Trimmed |
| 13 | MORGAN STANLEY | $32.3M | 590,365 | Added |
| 14 | Coyle Financial Counsel LLC | $31.9M | 583,848 | Added |
| 15 | Kathmere Capital Management, LLC | $26.6M | 485,866 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $25.8M | 472,044 | Added |
| 17 | Investment Planning Advisors, Inc. | $25.7M | 470,311 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $24.2M | 442,531 | Added |
| 19 | Janney Montgomery Scott LLC | $24.1M | 440,218 | Added |
| 20 | HighTower Advisors, LLC | $22.1M | 403,853 | Trimmed |
| 21 | First Heartland Consultants, Inc. | $21.4M | 391,123 | Added |
| 22 | Legacy Financial Advisors, Inc. | $21.1M | 386,706 | New |
| 23 | Integrated Wealth Concepts LLC | $17.7M | 323,392 | Added |
| 24 | Beaumont Financial Advisors, LLC | $17.1M | 313,143 | Added |
| 25 | MAYPORT, LLC | $16.2M | 296,252 | Added |