| 1 | Ironwood Financial, llc | $9.7M | 417,145 | Added |
| 2 | LITTLEJOHN FINANCIAL SERVICES, INC. | $5.1M | 215,473 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.9M | 209,136 | Added |
| 4 | Straight Path Wealth Management | $3.2M | 136,499 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 132,524 | Trimmed |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 127,342 | Added |
| 7 | Robertson Stephens Wealth Management, LLC | $2.5M | 107,460 | Trimmed |
| 8 | Commonwealth Financial Services, LLC | $2.5M | 106,081 | Trimmed |
| 9 | Penobscot Investment Management Company, Inc. | $2.3M | 98,060 | Added |
| 10 | First Western Trust Bank | $1.7M | 70,959 | Added |
| 11 | Keeler Thomas Management LLC | $1.5M | 62,811 | Trimmed |
| 12 | High Note Wealth, LLC | $920,331 | 39,163 | Added |
| 13 | Helen Stephens Group, LLC | $879,256 | 37,415 | Added |
| 14 | Guidance Point Advisors, LLC | $839,346 | 35,701 | Added |
| 15 | REBALANCE, LLC | $810,680 | 34,497 | Added |
| 16 | Walser Wealth Management Company, A Ltd Liability Co | $639,291 | 27,204 | Added |
| 17 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $565,670 | 24,071 | Added |
| 18 | Kastel Capital Advisors, LLC | $555,502 | 23,669 | Added |
| 19 | Klaas Financial Asset Advisors, LLC | $510,279 | 21,714 | Added |
| 20 | Concurrent Investment Advisors, LLC | $501,725 | 21,350 | New |
| 21 | IFP Advisors, Inc | $455,312 | 19,375 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $453,550 | 19,300 | New |
| 23 | Madden Advisory Services, Inc. | $433,434 | 18,444 | Added |
| 24 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $407,731 | 17,410 | Added |
| 25 | Windsor Capital Management, LLC | $342,184 | 14,561 | Added |