| 1 | Northwest Financial Advisors | $21.3M | 960,110 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $10.5M | 474,262 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 238,786 | Added |
| 4 | Morton Capital Management LLC/CA | $5.3M | 236,547 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 233,367 | Added |
| 6 | Focus Financial Network, Inc. | $4.1M | 185,656 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 177,344 | Trimmed |
| 8 | BRIAN LOW FINANCIAL GROUP, LLC | $2.4M | 108,657 | Added |
| 9 | One Wealth Map LLC | $2.1M | 87,885 | Added |
| 10 | BRANDYWINE OAK PRIVATE WEALTH LLC | $1.5M | 68,750 | Hold |
| 11 | AAF Wealth Management, LLC | $1.4M | 64,662 | Trimmed |
| 12 | Parcion Private Wealth LLC | $1.2M | 54,658 | Added |
| 13 | Southland Equity Partners LLC | $1.2M | 52,497 | Trimmed |
| 14 | Institute for Wealth Management, LLC. | $1.1M | 48,086 | Hold |
| 15 | NESTEGG ADVISORS, INC. | $1.1M | 47,896 | Trimmed |
| 16 | Mosley Wealth Management | $964,963 | 43,467 | Added |
| 17 | Private Advisor Group, LLC | $914,241 | 41,182 | Added |
| 18 | WINEBRENNER CAPITAL MANAGEMENT LLC | $907,203 | 40,865 | Hold |
| 19 | Breakwater Capital Group | $904,028 | 40,722 | Trimmed |
| 20 | DRIVE WEALTH MANAGEMENT, LLC | $848,620 | 38,226 | Trimmed |
| 21 | Accel Wealth Management | $794,149 | 35,772 | Trimmed |
| 22 | Eagle Strategies LLC | $729,949 | 32,881 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $711,869 | 32,066 | Trimmed |
| 24 | Appalachian Capital Management Ltd | $655,426 | 29,524 | Trimmed |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $621,999 | 28,018 | Added |