| 1 | ASSETMARK, INC | $9.2M | 234,300 | Added |
| 2 | Atria Investments, Inc | $7.7M | 196,605 | Trimmed |
| 3 | HBW ADVISORY SERVICES LLC | $6.7M | 171,316 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 151,990 | Added |
| 5 | Patriot Financial Group Insurance Agency, LLC | $4.6M | 116,269 | Trimmed |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.5M | 115,700 | Trimmed |
| 7 | Maia Wealth LLC | $4.3M | 110,829 | Added |
| 8 | Mach-1 Financial Group, LLC | $4.1M | 104,662 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.9M | 98,366 | Added |
| 10 | Merkkuri Wealth Advisors LLC | $3.2M | 81,298 | Added |
| 11 | Farther Finance Advisors, LLC | $2.9M | 74,267 | Trimmed |
| 12 | PRAIRIE ADVISORY, LLC | $2.5M | 64,539 | New |
| 13 | Kestra Advisory Services, LLC | $2.5M | 63,571 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 58,184 | Added |
| 15 | RFG Advisory, LLC | $2.3M | 57,415 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 48,984 | Added |
| 17 | Centennial Wealth Advisory LLC | $1.8M | 46,783 | New |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $1.8M | 46,638 | Added |
| 19 | Prospera Financial Services Inc | $1.5M | 39,224 | Trimmed |
| 20 | AE Wealth Management LLC | $1.4M | 35,160 | Trimmed |
| 21 | Private Advisor Group, LLC | $1.4M | 34,431 | New |
| 22 | Morey & Quinn Wealth Partners, LLC | $980,536 | 24,985 | Trimmed |
| 23 | Newman Dignan & Sheerar, Inc. | $930,853 | 23,719 | Added |
| 24 | Strategic Blueprint, LLC | $891,568 | 22,718 | Added |
| 25 | Chris Bulman Inc | $846,515 | 21,570 | Added |