| 1 | Retirement Planning Group, LLC | $101.6M | 4.5M | Added |
| 2 | LPL Financial LLC | $34.4M | 1.5M | Added |
| 3 | Compound Planning, Inc. | $33.6M | 1.5M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.1M | 1.1M | Added |
| 5 | STIFEL FINANCIAL CORP | $18.4M | 809,498 | Added |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | $17.9M | 788,741 | Added |
| 7 | Peak Financial Management, Inc. | $12.8M | 562,332 | Added |
| 8 | OSAIC HOLDINGS, INC. | $9.3M | 408,301 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 296,979 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $6.3M | 277,795 | Added |
| 11 | Royal Bank of Canada | $5.9M | 260,272 | New |
| 12 | BENJAMIN EDWARDS INC | $5.2M | 228,783 | Added |
| 13 | Maridea Wealth Management LLC | $4.5M | 196,204 | Added |
| 14 | RITHOLTZ WEALTH MANAGEMENT | $3.9M | 172,059 | New |
| 15 | Fifth Third Securities, Inc. | $3.6M | 157,567 | Added |
| 16 | Bleakley Financial Group, LLC | $3.5M | 151,708 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 144,155 | Added |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | $3.1M | 137,404 | New |
| 19 | Essex Financial Services, Inc. | $2.5M | 108,870 | Added |
| 20 | D.A. DAVIDSON & CO. | $2.4M | 105,951 | Added |
| 21 | EverSource Wealth Advisors, LLC | $2.1M | 91,888 | Added |
| 22 | Total Clarity Wealth Management, Inc. | $2.0M | 89,127 | Added |
| 23 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $1.8M | 81,161 | New |
| 24 | IFP Advisors, Inc | $1.7M | 76,627 | Added |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $1.5M | 67,550 | New |