| 1 | Compound Planning, Inc. | $37.6M | 1.6M | Added |
| 2 | Peak Financial Management, Inc. | $13.5M | 589,643 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $13.0M | 567,468 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 338,105 | Added |
| 5 | BENJAMIN EDWARDS INC | $7.0M | 303,369 | Added |
| 6 | IFP Advisors, Inc | $5.4M | 234,059 | Added |
| 7 | Fifth Third Securities, Inc. | $4.1M | 177,615 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 144,520 | Added |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | $3.3M | 143,011 | Added |
| 10 | EverSource Wealth Advisors, LLC | $2.6M | 112,528 | Added |
| 11 | Private Advisor Group, LLC | $2.6M | 111,752 | Added |
| 12 | D.A. DAVIDSON & CO. | $2.5M | 110,799 | Added |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $2.4M | 104,144 | Added |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 68,411 | Added |
| 15 | Total Clarity Wealth Management, Inc. | $1.1M | 49,793 | Trimmed |
| 16 | Sonoma Allocations LLC | $998,324 | 43,557 | Added |
| 17 | Bright Futures Wealth Management, LLC. | $930,954 | 40,564 | Added |
| 18 | BankPlus Wealth Management LLC | $865,041 | 37,692 | Trimmed |
| 19 | BOYUM WEALTH ARCHITECTS LLC | $836,560 | 36,643 | Added |
| 20 | Farther Finance Advisors, LLC | $596,838 | 26,006 | Trimmed |
| 21 | Wealth Management Partners, LLC | $574,393 | 25,028 | Trimmed |
| 22 | ARWA LLC | $564,360 | 24,602 | Added |
| 23 | HF Advisory Group, LLC | $400,726 | 17,461 | Added |
| 24 | PFG Advisors | $304,709 | 13,277 | Trimmed |
| 25 | Financial Network Wealth Advisors LLC | $294,288 | 12,823 | Hold |