| 1 | TRUST POINT INC. | $163.6M | 2.5M | Trimmed |
| 2 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $76.6M | 1.2M | Added |
| 3 | Private Advisor Group, LLC | $73.5M | 1.1M | Trimmed |
| 4 | RVW Wealth, LLC | $70.9M | 1.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 681,763 | Added |
| 6 | Kestra Advisory Services, LLC | $31.4M | 475,740 | Added |
| 7 | COLUMBIA ADVISORY PARTNERS LLC | $28.8M | 436,638 | Added |
| 8 | Ritter Daniher Financial Advisory LLC / DE | $22.8M | 345,390 | Added |
| 9 | Etesian Wealth Advisors, Inc. | $19.7M | 297,728 | Added |
| 10 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $17.0M | 257,034 | Added |
| 11 | Sound Income Strategies, LLC | $15.7M | 237,599 | Added |
| 12 | RESOLUTE CAPITAL, LLC | $14.0M | 211,825 | Trimmed |
| 13 | GLR Partners, LLC | $13.6M | 205,596 | Added |
| 14 | Atria Investments, Inc | $12.8M | 193,726 | Added |
| 15 | Oxinas Partners Wealth Management LLC | $12.6M | 190,503 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $12.2M | 184,602 | Added |
| 17 | Centurion Wealth Management LLC | $10.7M | 161,509 | Added |
| 18 | NBC SECURITIES, INC. | $8.7M | 131,120 | Added |
| 19 | Vericrest Private Wealth | $8.4M | 127,611 | Added |
| 20 | United Advisor Group, LLC | $6.3M | 95,524 | Added |
| 21 | KPP Advisory Services LLC | $5.2M | 79,191 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 77,208 | Added |
| 23 | Avestar Capital, LLC | $4.8M | 73,092 | Trimmed |
| 24 | Herold Advisors, Inc. | $4.5M | 67,404 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $4.2M | 63,312 | Trimmed |