| 1 | SAGESPRING WEALTH PARTNERS, LLC | $51.6M | 2.1M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 965,914 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 507,001 | Trimmed |
| 4 | Merit Financial Group, LLC | $11.7M | 481,235 | Added |
| 5 | Resonant Capital Advisors, LLC | $9.5M | 391,176 | Trimmed |
| 6 | UNIQUE WEALTH, LLC | $6.6M | 274,022 | Added |
| 7 | Keystone Financial Group, Inc. | $5.9M | 244,206 | Trimmed |
| 8 | Skyline Advisors, Inc. | $5.6M | 232,920 | Added |
| 9 | Farther Finance Advisors, LLC | $5.6M | 232,339 | Added |
| 10 | Paulson Wealth Management Inc. | $5.5M | 225,374 | Trimmed |
| 11 | Advisory Resource Group | $4.2M | 174,726 | Added |
| 12 | FORTE ASSET MANAGEMENT LLC | $4.1M | 170,000 | Hold |
| 13 | Archer Investment Management, LLC | $3.5M | 145,722 | Added |
| 14 | McKinley Carter Wealth Services, Inc. | $3.5M | 142,620 | Added |
| 15 | Centerline Wealth Advisors, LLC | $2.8M | 115,952 | Added |
| 16 | TrustWell Financial Advisors, LLC | $2.7M | 112,886 | New |
| 17 | MGO ONE SEVEN LLC | $2.6M | 108,067 | Added |
| 18 | Cyndeo Wealth Partners, LLC | $2.2M | 90,967 | Added |
| 19 | Golden State Wealth Management, LLC | $1.8M | 75,367 | Added |
| 20 | Lansing Street Advisors | $1.8M | 72,546 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.7M | 69,696 | Added |
| 22 | Apella Capital, LLC | $1.5M | 63,485 | Added |
| 23 | Dynamic Advisor Solutions LLC | $1.5M | 62,960 | Added |
| 24 | Intrua Financial, LLC | $1.5M | 62,166 | Added |
| 25 | NOVEM GROUP | $1.5M | 62,077 | Added |