| 1 | Plan A Wealth LLC | $31.3M | 655,254 | Added |
| 2 | Atria Investments, Inc | $14.4M | 300,933 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 273,671 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 148,713 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.5M | 93,940 | Added |
| 6 | Investment Research Partners LLC | $3.5M | 73,058 | Trimmed |
| 7 | RFG Advisory, LLC | $3.0M | 62,356 | Added |
| 8 | TrueWealth Advisors, LLC | $2.3M | 48,845 | Added |
| 9 | EverSource Wealth Advisors, LLC | $2.0M | 42,692 | Added |
| 10 | First Heartland Consultants, Inc. | $1.9M | 40,196 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 33,128 | Added |
| 12 | Merit Financial Group, LLC | $1.5M | 31,435 | Added |
| 13 | Kestra Advisory Services, LLC | $1.1M | 23,086 | Trimmed |
| 14 | Firestone Capital Management | $661,143 | 13,823 | Added |
| 15 | Abundance Wealth Counselors | $634,800 | 13,272 | Added |
| 16 | Synergy Asset Management, LLC | $536,270 | 11,212 | New |
| 17 | TrustWell Financial Advisors, LLC | $390,149 | 8,157 | New |
| 18 | Values First Advisors, Inc. | $280,958 | 5,874 | Hold |
| 19 | Strategic Blueprint, LLC | $270,137 | 5,648 | Added |
| 20 | IFP Advisors, Inc | $245,511 | 5,133 | Trimmed |
| 21 | Security Financial Services, INC. | $214,757 | 4,490 | New |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $161,995 | 3,387 | Trimmed |
| 23 | CX Institutional | $132,000 | 2,768 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $41,086 | 859 | New |
| 25 | Bare Financial Services, Inc | $14,779 | 309 | New |