| 1 | Falcon Wealth Planning | $52.3M | 998,941 | Added |
| 2 | AE Wealth Management LLC | $51.8M | 988,454 | Added |
| 3 | Trilogy Capital Inc. | $41.1M | 784,789 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $40.5M | 773,171 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $25.9M | 494,300 | Added |
| 6 | CAPITAL WEALTH MANAGEMENT, LLC | $23.7M | 451,633 | Added |
| 7 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $21.7M | 414,813 | Trimmed |
| 8 | Marietta Wealth Management, LLC | $20.4M | 389,425 | Added |
| 9 | Gaddis Premier Wealth Advisors LLC | $17.3M | 330,551 | Added |
| 10 | WEALTH MANAGEMENT RESOURCES, INC. | $17.2M | 329,179 | Added |
| 11 | Dynamic Advisor Solutions LLC | $13.6M | 259,307 | Added |
| 12 | Eagle Strategies LLC | $13.0M | 247,960 | Trimmed |
| 13 | Trinity Wealth Management, LLC | $12.5M | 239,282 | Trimmed |
| 14 | Solano Wealth Investment Advisors LLC | $11.9M | 226,834 | Added |
| 15 | Melone Private Wealth, LLC | $10.8M | 205,264 | Added |
| 16 | Concurrent Investment Advisors, LLC | $9.5M | 180,821 | Trimmed |
| 17 | Berkeley, Inc | $9.3M | 177,474 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $8.3M | 158,083 | Trimmed |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 119,686 | Trimmed |
| 20 | Private Advisor Group, LLC | $5.7M | 109,239 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 104,773 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $5.3M | 100,671 | Trimmed |
| 23 | Sachetta, LLC | $4.9M | 93,733 | Added |
| 24 | LAUREL OAK WEALTH MANAGEMENT, LLC | $4.9M | 93,706 | Trimmed |
| 25 | ADAMSBROWN WEALTH CONSULTANTS LLC | $4.7M | 88,838 | Trimmed |