| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.4M | 388,933 | Added |
| 2 | Gladstone Institutional Advisory LLC | $12.4M | 315,941 | Trimmed |
| 3 | FOURPATH CAPITAL MANAGEMENT, LLC | $9.8M | 250,047 | New |
| 4 | Private Advisor Group, LLC | $7.2M | 184,344 | New |
| 5 | LEE DANNER & BASS INC | $6.4M | 163,962 | Trimmed |
| 6 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $4.6M | 118,256 | New |
| 7 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $4.4M | 112,680 | Added |
| 8 | Encompass More Asset Management | $2.4M | 60,533 | New |
| 9 | RATIONAL ADVISORS, INC. | $2.2M | 56,100 | New |
| 10 | Haven Private, LLC | $2.1M | 54,235 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.1M | 53,520 | Added |
| 12 | Cambridge Advisors Inc. | $1.3M | 32,380 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 31,724 | Added |
| 14 | HARMONY ASSET MANAGEMENT LLC | $1.1M | 29,339 | Added |
| 15 | KENNEDY INVESTMENT GROUP | $1.1M | 27,367 | New |
| 16 | Flagship Private Wealth, LLC | $855,507 | 21,852 | Trimmed |
| 17 | PRIMORIS WEALTH ADVISORS, LLC | $743,853 | 19,000 | New |
| 18 | Blue Water Asset Management | $738,506 | 18,864 | Added |
| 19 | Ignite Planners, LLC | $617,906 | 15,729 | New |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $609,950 | 15,580 | Trimmed |
| 21 | GFS Advisors, LLC | $546,534 | 10,480 | Trimmed |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $528,722 | 13,616 | New |
| 23 | Fortis Group Advisors, LLC | $339,093 | 8,661 | Trimmed |
| 24 | IFP Advisors, Inc | $336,455 | 8,594 | Trimmed |
| 25 | North Forty Two & Co. | $227,070 | 5,800 | New |