| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23.0M | 968,280 | Trimmed |
| 2 | Bare Financial Services, Inc | $18.9M | 795,094 | Added |
| 3 | Plan A Wealth LLC | $7.7M | 322,041 | Added |
| 4 | ASSETMARK, INC | $5.3M | 222,966 | Added |
| 5 | LVZ, Inc. | $4.7M | 197,625 | Added |
| 6 | Legacy Wealth Asset Management, LLC | $4.4M | 184,769 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 180,131 | Added |
| 8 | WorthPointe, LLC | $3.7M | 154,171 | Trimmed |
| 9 | Range Financial Group LLC | $3.6M | 152,721 | Added |
| 10 | TrueWealth Advisors, LLC | $2.9M | 123,684 | Added |
| 11 | Belpointe Asset Management LLC | $2.5M | 106,334 | Added |
| 12 | Farther Finance Advisors, LLC | $2.5M | 105,133 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.2M | 94,502 | Added |
| 14 | Kestra Advisory Services, LLC | $2.1M | 88,211 | Added |
| 15 | IFP Advisors, Inc | $1.9M | 81,140 | Added |
| 16 | AlphaStar Capital Management, LLC | $1.8M | 74,425 | Added |
| 17 | SUMMIT WEALTH GROUP LLC / CO | $1.4M | 60,634 | Added |
| 18 | Discipline Wealth Solutions, LLC | $1.3M | 56,200 | New |
| 19 | Allen Capital Group, LLC | $1.3M | 53,281 | Trimmed |
| 20 | Optivise Advisory Services LLC | $1.2M | 51,632 | Trimmed |
| 21 | Revisor Wealth Management LLC | $1.2M | 50,838 | Added |
| 22 | AE Wealth Management LLC | $1.1M | 47,881 | Added |
| 23 | First Heartland Consultants, Inc. | $1.1M | 44,442 | Added |
| 24 | TRUST POINT INC. | $1.0M | 42,761 | Trimmed |
| 25 | LITTLEJOHN FINANCIAL SERVICES, INC. | $743,953 | 31,298 | New |