| 1 | Gradient Investments LLC | $26.2M | 526,172 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 237,363 | Added |
| 3 | Carrera Capital Advisors | $9.3M | 187,215 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.9M | 98,280 | Added |
| 5 | Impact Partnership Wealth, LLC | $4.0M | 79,552 | Added |
| 6 | WT Wealth Management | $3.5M | 71,075 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 66,013 | New |
| 8 | Compound Planning, Inc. | $3.2M | 64,799 | Trimmed |
| 9 | Mattson Financial Services, LLC | $3.1M | 62,014 | Trimmed |
| 10 | Balance Wealth, LLC | $3.0M | 60,122 | Added |
| 11 | Signal Advisors Wealth, LLC | $2.3M | 45,875 | Trimmed |
| 12 | Lord & Richards Wealth Management, LLC | $2.3M | 45,298 | Trimmed |
| 13 | Capital Investment Advisory Services, LLC | $1.7M | 34,680 | Added |
| 14 | Farther Finance Advisors, LLC | $1.6M | 31,412 | Added |
| 15 | Vavra Capital Management, LLC | $1.4M | 27,422 | Added |
| 16 | Green Ridge Wealth Planning LLC | $1.3M | 26,099 | Added |
| 17 | Brucke Financial, Inc. | $1.1M | 23,000 | Trimmed |
| 18 | Paladin Wealth, LLC | $1.1M | 21,352 | Trimmed |
| 19 | Oasis Advisors, LLC | $1.0M | 20,696 | Trimmed |
| 20 | Savvy Advisors, Inc. | $1.0M | 20,322 | Trimmed |
| 21 | WOLFF WIESE MAGANA LLC | $874,369 | 17,531 | Trimmed |
| 22 | MGO ONE SEVEN LLC | $874,209 | 17,528 | Added |
| 23 | S&A Financial Services, Inc. | $842,963 | 16,902 | New |
| 24 | Chicago Partners Investment Group LLC | $810,513 | 16,259 | Trimmed |
| 25 | Weaver Consulting Group | $620,944 | 12,450 | Trimmed |