| 1 | SAGESPRING WEALTH PARTNERS, LLC | $213.8M | 1.7M | Trimmed |
| 2 | Quotient Wealth Partners, LLC | $116.1M | 944,060 | Added |
| 3 | ASPIRIANT, LLC | $20.0M | 162,280 | Added |
| 4 | Procyon Advisors, LLC | $17.7M | 143,637 | Added |
| 5 | UNIQUE WEALTH, LLC | $16.7M | 136,013 | Trimmed |
| 6 | Centerline Wealth Advisors, LLC | $14.0M | 114,143 | Trimmed |
| 7 | Quadcap Wealth Management, LLC | $12.1M | 98,142 | Added |
| 8 | 3EDGE Asset Management, LP | $10.8M | 88,074 | Added |
| 9 | Venture Visionary Partners LLC | $10.7M | 87,121 | Added |
| 10 | ALBION FINANCIAL GROUP /UT | $8.9M | 72,216 | Added |
| 11 | WJ Wealth Management, LLC | $8.7M | 70,610 | Trimmed |
| 12 | Storen Legacy Partners, LLC | $8.4M | 68,225 | Trimmed |
| 13 | TCW GROUP INC | $7.9M | 64,528 | Added |
| 14 | AVALON CAPITAL MANAGEMENT | $7.4M | 59,985 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 54,453 | Added |
| 16 | Cyndeo Wealth Partners, LLC | $4.6M | 37,663 | Trimmed |
| 17 | Cassady Wealth & Retirement Planning, LLC | $4.5M | 36,280 | Added |
| 18 | Bridgewealth Advisory Group, LLC | $4.4M | 36,039 | Added |
| 19 | KPP Advisory Services LLC | $4.0M | 32,757 | Added |
| 20 | BIP Wealth, LLC | $3.8M | 30,936 | New |
| 21 | Private Advisor Group, LLC | $3.7M | 30,490 | Added |
| 22 | BELLEVUE ASSET MANAGEMENT, LLC | $2.7M | 21,565 | Trimmed |
| 23 | TSFG, LLC | $2.5M | 20,738 | Trimmed |
| 24 | Cardinal Point Capital Management ULC | $2.5M | 20,215 | Added |
| 25 | DecisionMap Wealth Management, LLC | $2.4M | 19,584 | Added |