| 1 | Wellspring Financial Advisors, LLC | $42.7M | 676,791 | Added |
| 2 | Compound Planning, Inc. | $23.8M | 377,211 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $20.8M | 329,900 | Added |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $19.6M | 310,377 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 302,932 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $15.9M | 252,520 | Added |
| 7 | TrustBank | $13.6M | 216,341 | Added |
| 8 | Wealthcare Advisory Partners LLC | $13.0M | 205,700 | Added |
| 9 | Laurel Wealth Planning LLC | $11.4M | 181,129 | Trimmed |
| 10 | Haven Private, LLC | $8.5M | 135,365 | Added |
| 11 | Bouvel Investment Partners, LLC | $6.6M | 105,486 | New |
| 12 | PRINCIPAL SECURITIES, INC. | $5.3M | 84,499 | Trimmed |
| 13 | Eagle Strategies LLC | $5.0M | 79,437 | Added |
| 14 | Fifth Third Securities, Inc. | $4.7M | 74,872 | Added |
| 15 | HOGE FINANCIAL SERVICES, LLC | $4.2M | 65,856 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $4.0M | 63,797 | Trimmed |
| 17 | FORTE ASSET MANAGEMENT LLC | $3.9M | 62,500 | Added |
| 18 | Silver Coast Investments LLC | $3.8M | 59,886 | Trimmed |
| 19 | Patton Albertson Miller Group, LLC | $3.2M | 51,359 | Trimmed |
| 20 | Forthright Family Wealth Advisory LLC | $3.0M | 48,245 | Added |
| 21 | J.W. COLE ADVISORS, INC. | $2.8M | 45,071 | Added |
| 22 | Farther Finance Advisors, LLC | $2.8M | 45,023 | Trimmed |
| 23 | CLIENT 1ST ADVISORY GROUP, LLC | $2.7M | 42,545 | Added |
| 24 | MONEY CONCEPTS CAPITAL CORP | $2.5M | 39,608 | Added |
| 25 | J. Team Financial, Inc. | $2.4M | 37,308 | New |