| 1 | Mountain Capital Investment Advisors Inc. | $44.6M | 1.3M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 1.1M | Trimmed |
| 3 | HB Wealth Management, LLC | $36.4M | 1.1M | Trimmed |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | $34.3M | 1.0M | Added |
| 5 | Berger Financial Group, Inc | $33.0M | 978,480 | Added |
| 6 | Fragasso Financial Advisors Inc | $31.9M | 945,414 | Added |
| 7 | CATALYST FINANCIAL PARTNERS LLC | $25.3M | 750,389 | Added |
| 8 | Spire Wealth Management | $24.1M | 713,501 | Trimmed |
| 9 | Great Point Wealth Advisors, LLC | $23.2M | 687,937 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 634,309 | Added |
| 11 | ATTICUS WEALTH MANAGEMENT, LLC | $17.1M | 507,709 | Added |
| 12 | Bensler, LLC | $9.9M | 292,610 | Trimmed |
| 13 | Private Advisor Group, LLC | $9.6M | 283,260 | Added |
| 14 | Sanchez Wealth Management Group | $8.8M | 259,710 | Added |
| 15 | PRIVATE CLIENT SERVICES, LLC | $8.4M | 248,705 | Added |
| 16 | IRON Financial LLC | $6.5M | 194,088 | Trimmed |
| 17 | Apella Capital, LLC | $6.2M | 183,718 | Added |
| 18 | Integrity Financial Corp /WA | $5.8M | 171,669 | Added |
| 19 | Strid Group, LLC | $5.5M | 163,558 | Added |
| 20 | MBE Wealth Management, LLC | $5.5M | 162,492 | Added |
| 21 | United Advisor Group, LLC | $4.7M | 138,512 | Added |
| 22 | CENTRAL TRUST Co | $3.2M | 96,127 | Added |
| 23 | LEGACY SOLUTIONS, LLC | $3.0M | 90,400 | Added |
| 24 | DAVENPORT & Co LLC | $2.8M | 83,321 | Trimmed |
| 25 | Marshall Financial Group, LLC | $2.5M | 73,571 | Trimmed |