| 1 | GeoWealth Management, LLC | $15.2M | 519,201 | Added |
| 2 | TRUE Private Wealth Advisors | $4.6M | 158,125 | Added |
| 3 | Navigation Wealth Management, Inc. | $3.1M | 105,620 | Added |
| 4 | Strategic Blueprint, LLC | $2.9M | 100,059 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.6M | 89,760 | Added |
| 6 | Farther Finance Advisors, LLC | $2.4M | 82,057 | New |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $1.7M | 58,127 | New |
| 8 | Alteri Wealth LLC | $1.4M | 49,523 | Added |
| 9 | Paragon Private Wealth Management, LLC | $1.4M | 47,938 | Added |
| 10 | Koshinski Asset Management, Inc. | $1.1M | 39,229 | Added |
| 11 | UNIQUE WEALTH, LLC | $870,390 | 29,789 | Added |
| 12 | Stirlingshire Investments, Inc. | $862,145 | 29,507 | Added |
| 13 | PKS Advisory Services, LLC | $810,200 | 27,729 | New |
| 14 | Ignite Planners, LLC | $688,710 | 23,571 | Added |
| 15 | Carter Financial Group, INC. | $585,140 | 20,026 | Added |
| 16 | Revisor Wealth Management LLC | $440,089 | 15,062 | Added |
| 17 | Latitude Advisors, LLC | $365,222 | 12,500 | Added |
| 18 | VICTORY FINANCIAL GROUP, LLC | $260,775 | 8,925 | Trimmed |
| 19 | GK Wealth Management LLC | $257,211 | 8,803 | New |
| 20 | CoreCap Advisors, LLC | $239,446 | 8,195 | Trimmed |
| 21 | Independent Wealth Network Inc. | $239,241 | 8,188 | Hold |
| 22 | SeaCrest Wealth Management, LLC | $230,855 | 7,901 | New |
| 23 | Rossby Financial, LCC | $142,294 | 4,870 | Hold |
| 24 | Cornerstone Planning Group LLC | $34,686 | 1,195 | Hold |
| 25 | IFP Advisors, Inc | $4,967 | 170 | Added |