| 1 | Plan A Wealth LLC | $45.5M | 159,100 | Added |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $33.6M | 117,590 | Trimmed |
| 3 | MONEYWISE, INC. | $12.8M | 44,863 | Added |
| 4 | Belpointe Asset Management LLC | $11.8M | 41,088 | Added |
| 5 | Investment Research Partners LLC | $8.6M | 30,037 | Added |
| 6 | Legacy Wealth Asset Management, LLC | $8.2M | 28,803 | Added |
| 7 | Orgel Wealth Management, LLC | $7.9M | 27,785 | New |
| 8 | EverSource Wealth Advisors, LLC | $7.6M | 26,542 | Added |
| 9 | FAMILY WEALTH PARTNERS, LLC | $7.1M | 24,931 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $6.7M | 23,378 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 19,707 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 18,202 | Added |
| 13 | AE Wealth Management LLC | $5.1M | 17,692 | Added |
| 14 | Pettinga Financial Advisors LLC | $4.3M | 15,017 | Added |
| 15 | LifeGuide Financial Advisors, LLC | $3.0M | 10,532 | Trimmed |
| 16 | Kovack Advisors, Inc. | $2.4M | 8,492 | New |
| 17 | Fiduciary Alliance LLC | $2.1M | 7,312 | Added |
| 18 | Optivise Advisory Services LLC | $1.9M | 6,703 | Trimmed |
| 19 | Pioneer Wealth Management Group | $1.6M | 5,625 | Added |
| 20 | SageOak Financial, LLC | $1.6M | 5,454 | Trimmed |
| 21 | Envestnet Portfolio Solutions, Inc. | $1.6M | 5,430 | Added |
| 22 | Revisor Wealth Management LLC | $1.5M | 5,300 | Added |
| 23 | Van Diest Capital, LLC | $1.1M | 3,815 | Added |
| 24 | WorthPointe, LLC | $1.1M | 3,710 | Trimmed |
| 25 | IFP Advisors, Inc | $1.0M | 3,596 | Added |