| 1 | Legacy Wealth Management, Inc | $24.2M | 617,517 | Added |
| 2 | Apollon Wealth Management, LLC | $22.5M | 574,747 | Added |
| 3 | Goldstein Advisors, LLC | $21.4M | 546,282 | Added |
| 4 | Johnson & White Wealth Management, LLC | $12.3M | 314,557 | Added |
| 5 | Fragasso Financial Advisors Inc | $11.6M | 296,157 | Added |
| 6 | Sepio Capital, LP | $11.4M | 290,404 | Added |
| 7 | Avantax Planning Partners, Inc. | $11.1M | 282,628 | Added |
| 8 | INTEGRATED WEALTHCARE, LLC | $9.9M | 253,027 | Added |
| 9 | GGM Financials LLC | $9.7M | 248,505 | Added |
| 10 | ERn Financial, LLC | $8.2M | 208,729 | Added |
| 11 | Blue Water Asset Management | $8.1M | 206,678 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $7.4M | 189,048 | Added |
| 13 | RiverFront Investment Group, LLC | $6.3M | 160,753 | Added |
| 14 | Wealthcare Advisory Partners LLC | $5.5M | 141,018 | Trimmed |
| 15 | Bernardo Wealth Planning LLC | $5.3M | 134,295 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $4.3M | 110,544 | Added |
| 17 | Strid Group, LLC | $4.2M | 106,597 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 105,123 | Added |
| 19 | RTD Financial Advisors, Inc. | $2.8M | 71,176 | Added |
| 20 | Apollon Financial, LLC | $2.7M | 69,161 | Added |
| 21 | GAMMA Investing LLC | $2.6M | 67,639 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 65,989 | Added |
| 23 | Private Advisor Group, LLC | $2.4M | 60,864 | Added |
| 24 | CRUX WEALTH ADVISORS | $2.4M | 60,366 | Trimmed |
| 25 | Richard P Slaughter Associates Inc | $2.2M | 56,538 | Added |