| 1 | Advocacy Wealth Management, LLC | $106.6M | 1.1M | Added |
| 2 | KELLY FINANCIAL GROUP LLC | $28.6M | 299,442 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 261,567 | Trimmed |
| 4 | O'Connor Financial Group LLC | $19.4M | 202,851 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 125,367 | Added |
| 6 | Gateway Wealth Partners, LLC | $8.6M | 90,411 | Trimmed |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $8.5M | 88,719 | Added |
| 8 | Treasure Coast Financial Planning | $8.2M | 85,945 | Added |
| 9 | VALLEY NATIONAL ADVISERS INC | $7.7M | 80,061 | Added |
| 10 | Dynamic Advisor Solutions LLC | $7.4M | 77,855 | Added |
| 11 | CarsonAllaria Wealth Management, Ltd. | $7.1M | 74,416 | Added |
| 12 | Modera Wealth Management, LLC | $6.6M | 69,406 | New |
| 13 | HOWLAND CAPITAL MANAGEMENT LLC | $6.1M | 64,250 | Trimmed |
| 14 | Atria Investments, Inc | $5.2M | 54,610 | Trimmed |
| 15 | MAIMON WEALTH MANAGEMENT LTD. | $5.1M | 53,530 | Added |
| 16 | Wealth Advisors of Iowa, LLC | $4.8M | 50,339 | Added |
| 17 | SkyOak Wealth, LLC | $4.7M | 48,707 | Added |
| 18 | Legacy Capital Group California, Inc. | $4.5M | 46,974 | Added |
| 19 | IFP Advisors, Inc | $3.9M | 40,800 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 38,352 | Added |
| 21 | SAGE RHINO CAPITAL LLC | $3.3M | 34,947 | Added |
| 22 | Barnes Wealth Management Group, Inc | $2.8M | 28,953 | Trimmed |
| 23 | RFG Advisory, LLC | $2.5M | 26,457 | Added |
| 24 | Farther Finance Advisors, LLC | $2.5M | 26,063 | Added |
| 25 | Family Investment Center, Inc. | $2.4M | 25,588 | Trimmed |