| 1 | Crestwood Advisors Group, LLC | $79.9M | 1.0M | Added |
| 2 | Syntegra Private Wealth Group, LLC | $49.4M | 633,091 | Added |
| 3 | Wagner Wealth Management, LLC | $34.3M | 440,073 | Added |
| 4 | Meridian Financial Partners LLC | $26.6M | 347,624 | Added |
| 5 | CGC Financial Services, LLC | $25.3M | 324,194 | Trimmed |
| 6 | Advisory Resource Group | $20.2M | 258,935 | Added |
| 7 | Retirement Management Systems Inc. | $17.8M | 228,395 | Added |
| 8 | WealthPlan Investment Management, LLC | $17.5M | 224,405 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $15.0M | 191,937 | Added |
| 10 | Bond & Devick Financial Network, Inc. | $14.3M | 182,754 | Added |
| 11 | Kestra Advisory Services, LLC | $12.2M | 156,363 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 143,634 | Added |
| 13 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $9.7M | 124,441 | Added |
| 14 | Private Advisor Group, LLC | $9.6M | 123,055 | Added |
| 15 | Scarborough Advisors, LLC | $9.3M | 121,721 | Added |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.2M | 117,476 | Added |
| 17 | Concurrent Investment Advisors, LLC | $8.1M | 103,466 | Added |
| 18 | Commonwealth Financial Services, LLC | $7.4M | 95,365 | New |
| 19 | Legacy Private Trust Co. | $7.0M | 90,326 | Trimmed |
| 20 | Stewardship Advisors, LLC | $7.0M | 89,802 | Added |
| 21 | Lakeridge Wealth Management LLC | $6.4M | 82,410 | Added |
| 22 | ASHTON THOMAS SECURITIES, LLC | $6.2M | 78,882 | Added |
| 23 | Platform Technology Partners | $6.1M | 78,189 | Added |
| 24 | Plan Group Financial, LLC | $6.0M | 77,375 | Added |
| 25 | Allegheny Financial Group | $5.7M | 72,421 | Added |