| 1 | SAGESPRING WEALTH PARTNERS, LLC | $411.9M | 5.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $89.0M | 1.1M | Trimmed |
| 3 | Avior Wealth Management, LLC | $75.9M | 956,185 | Trimmed |
| 4 | STEPH & CO | $72.5M | 912,599 | Trimmed |
| 5 | ORRSTOWN FINANCIAL SERVICES INC | $68.7M | 864,654 | Added |
| 6 | Kestra Advisory Services, LLC | $52.3M | 658,701 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $49.3M | 620,924 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $48.9M | 615,252 | Added |
| 9 | Private Advisor Group, LLC | $46.9M | 591,136 | Added |
| 10 | Northwest Financial Advisors | $45.1M | 567,601 | New |
| 11 | FSM Wealth Advisors, LLC | $43.7M | 550,530 | Added |
| 12 | UNIQUE WEALTH, LLC | $37.4M | 470,589 | Added |
| 13 | DAYMARK WEALTH PARTNERS, LLC | $32.1M | 404,169 | Trimmed |
| 14 | WealthPlan Investment Management, LLC | $30.2M | 380,934 | Added |
| 15 | Arlington Financial Advisors, LLC | $29.7M | 374,162 | Added |
| 16 | Centerline Wealth Advisors, LLC | $24.2M | 305,286 | Added |
| 17 | Triangle Securities Wealth Management | $20.1M | 253,006 | Added |
| 18 | Confluence Wealth Services, Inc. | $19.6M | 246,308 | Added |
| 19 | Prism Advisors, Inc. | $19.3M | 242,984 | Trimmed |
| 20 | Storen Legacy Partners, LLC | $19.2M | 242,201 | Added |
| 21 | DAVENPORT & Co LLC | $19.1M | 240,777 | Added |
| 22 | ARQ WEALTH ADVISORS, LLC | $14.4M | 179,615 | Added |
| 23 | Concurrent Investment Advisors, LLC | $14.1M | 177,120 | Added |
| 24 | BCGM Wealth Management, LLC | $13.9M | 174,732 | Trimmed |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | $12.4M | 155,601 | Added |