| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.3M | 935,881 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $22.4M | 795,881 | Added |
| 3 | A&I FINANCIAL SERVICES, LLC | $16.9M | 598,911 | Added |
| 4 | KWB Wealth | $13.7M | 486,376 | Added |
| 5 | BEAM WEALTH ADVISORS, INC. | $10.8M | 382,037 | Trimmed |
| 6 | Appalachian Capital Management Ltd | $8.6M | 304,967 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $8.4M | 297,140 | Added |
| 8 | NavPoint Financial, Inc. | $8.1M | 289,289 | Added |
| 9 | Three Magnolias Financial Advisors, LLC | $6.3M | 223,342 | Added |
| 10 | Alliance Private Wealth, LLC | $5.8M | 207,457 | Trimmed |
| 11 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.5M | 195,673 | Added |
| 12 | JABODON PT CO | $5.4M | 192,746 | Added |
| 13 | Investment Planning Advisors, Inc. | $3.4M | 122,307 | Added |
| 14 | DKM Wealth Management, Inc. | $2.9M | 103,754 | Trimmed |
| 15 | Gateway Wealth Partners, LLC | $2.4M | 84,622 | Trimmed |
| 16 | Valeo Financial Advisors, LLC | $2.3M | 82,091 | Trimmed |
| 17 | IFP Advisors, Inc | $2.2M | 78,467 | Trimmed |
| 18 | Sugar Maple Asset Management, LLC | $2.2M | 77,466 | Trimmed |
| 19 | Sprinkle Financial Consultants LLC | $2.0M | 69,650 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $1.4M | 50,367 | New |
| 21 | Aprio Wealth Management, LLC | $1.2M | 42,606 | Added |
| 22 | DAVENPORT & Co LLC | $1.0M | 37,237 | Added |
| 23 | Kestra Advisory Services, LLC | $815,606 | 28,953 | Added |
| 24 | Associated Banc-Corp | $769,970 | 27,333 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $764,170 | 27,127 | Added |