| 1 | Orgel Wealth Management, LLC | $240.5M | 4.9M | Added |
| 2 | Advocacy Wealth Management, LLC | $53.8M | 1.1M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.4M | 1.0M | Added |
| 4 | Avidian Wealth Enterprises, LLC | $36.3M | 735,585 | New |
| 5 | McNamara Financial Services, Inc. | $22.8M | 461,740 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $15.3M | 309,549 | Trimmed |
| 7 | Alliance Private Wealth, LLC | $13.3M | 270,165 | Trimmed |
| 8 | Spectrum Investment Advisors, Inc. | $12.4M | 250,856 | New |
| 9 | Cresta Advisors, Ltd. | $8.5M | 171,795 | Added |
| 10 | RFG Advisory, LLC | $7.3M | 146,964 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $6.1M | 122,752 | Added |
| 12 | Econ Financial Services Corp | $6.0M | 122,458 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 103,640 | Trimmed |
| 14 | True Wealth Design, LLC | $4.9M | 98,469 | Added |
| 15 | Krilogy Financial LLC | $3.7M | 74,681 | Added |
| 16 | AVITY INVESTMENT MANAGEMENT INC. | $3.3M | 67,280 | Added |
| 17 | GeoWealth Management, LLC | $3.3M | 66,684 | Added |
| 18 | Financial Synergies Wealth Advisors, Inc. | $1.7M | 34,472 | Added |
| 19 | BAM Wealth Management, LLC | $1.6M | 31,740 | Added |
| 20 | Security Financial Services, INC. | $1.3M | 27,257 | Trimmed |
| 21 | DAVENPORT & Co LLC | $1.2M | 24,570 | Added |
| 22 | Barnes Wealth Management Group, Inc | $1.0M | 21,180 | Added |
| 23 | Kestra Advisory Services, LLC | $959,924 | 19,440 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $930,171 | 18,837 | Added |
| 25 | Wealth Advisors of Iowa, LLC | $814,770 | 16,500 | Trimmed |