| 1 | AE Wealth Management LLC | $160.0M | 5.8M | Added |
| 2 | FSR Wealth Management Ltd. | $9.2M | 334,374 | Added |
| 3 | POM Investment Strategies, LLC | $5.9M | 215,521 | Added |
| 4 | B.O.S.S. Retirement Advisors, LLC | $5.4M | 196,263 | Added |
| 5 | FWG Investments, LLC. | $5.2M | 187,004 | Added |
| 6 | Elevated Capital Advisors, LLC | $3.9M | 143,052 | Added |
| 7 | Mid-American Wealth Advisory Group, Inc. | $3.5M | 125,415 | Trimmed |
| 8 | Outlook Wealth Advisors, LLC | $3.2M | 115,043 | Added |
| 9 | Great Lakes Retirement, Inc. | $2.6M | 92,484 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 81,374 | New |
| 11 | Centennial Advisors, LLC | $2.1M | 77,868 | Added |
| 12 | LifeWealth Investments, LLC | $2.1M | 77,154 | Added |
| 13 | Networth Advisors, LLC | $2.1M | 76,330 | Added |
| 14 | Mosley Wealth Management | $1.8M | 65,768 | Added |
| 15 | Quest 10 Wealth Builders, Inc. | $1.6M | 56,277 | Added |
| 16 | Golden Reserve Retirement LLC | $1.1M | 40,450 | Added |
| 17 | Aegis Wealth Management, Inc. | $910,387 | 32,997 | Added |
| 18 | McAdam, LLC | $227,507 | 8,246 | New |
| 19 | Decker Retirement Planning Inc. | $169,347 | 6,138 | Added |
| 20 | Key Capital Management, INC | $151,911 | 5,506 | Added |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $81,997 | 2,972 | Added |
| 22 | CoreCap Advisors, LLC | $7,063 | 256 | New |
| 23 | Weaver Consulting Group | $0 | 0 | Exited |
| 24 | Triumph Capital Management | $0 | 0 | Exited |
| 25 | GeoWealth Management, LLC | $0 | 0 | Exited |