| 1 | SigFig Wealth Management, LLC | $109.6M | 6.9M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $45.9M | 2.9M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.4M | 2.5M | Added |
| 4 | Mirae Asset Global Investments Co., Ltd. | $39.1M | 2.5M | Trimmed |
| 5 | Briaud Financial Planning, Inc | $26.6M | 1.7M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $20.4M | 1.3M | Trimmed |
| 7 | Marion Wealth Management | $17.1M | 1.1M | Trimmed |
| 8 | Kiker Wealth Management, LLC | $14.7M | 925,387 | Trimmed |
| 9 | Jacobi Capital Management LLC | $13.4M | 841,437 | New |
| 10 | Aspect Partners, LLC | $10.4M | 656,455 | Trimmed |
| 11 | Brookstone Capital Management | $10.2M | 642,493 | Added |
| 12 | PATTON FUND MANAGEMENT, INC. | $8.1M | 507,468 | Trimmed |
| 13 | AE Wealth Management LLC | $8.1M | 507,270 | Trimmed |
| 14 | CHOREO, LLC | $8.0M | 505,659 | Trimmed |
| 15 | AVALON CAPITAL MANAGEMENT | $8.0M | 505,048 | Trimmed |
| 16 | Plan Group Financial, LLC | $8.0M | 504,041 | Trimmed |
| 17 | Impact Partnership Wealth, LLC | $7.9M | 498,516 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.0M | 377,529 | Trimmed |
| 19 | Echo45 Advisors LLC | $5.9M | 370,858 | Trimmed |
| 20 | Avestar Capital, LLC | $5.9M | 368,802 | Added |
| 21 | THEORY FINANCIAL LLC | $5.6M | 352,441 | Added |
| 22 | Symphony Financial, Ltd. Co. | $5.5M | 348,829 | Added |
| 23 | LCW Services, LLC | $5.2M | 328,560 | Trimmed |
| 24 | Walser Wealth Management Company, A Ltd Liability Co | $4.9M | 307,757 | New |
| 25 | CoreCap Advisors, LLC | $4.6M | 290,614 | Added |