| 1 | LPL Financial LLC | $130.2M | 3.2M | Added |
| 2 | CWM, LLC | $99.1M | 2.4M | Added |
| 3 | Cetera Investment Advisers | $43.3M | 1.1M | Added |
| 4 | Berger Financial Group, Inc | $33.0M | 809,945 | New |
| 5 | BEAM WEALTH ADVISORS, INC. | $28.8M | 706,647 | Trimmed |
| 6 | STRAIGHTLINE GROUP LLC | $19.3M | 473,126 | New |
| 7 | ASSETMARK, INC | $16.6M | 406,755 | Added |
| 8 | Beaumont Financial Advisors, LLC | $14.8M | 363,123 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.4M | 281,193 | Added |
| 10 | MinichMacGregor Wealth Management, LLC | $10.7M | 262,900 | New |
| 11 | ERn Financial, LLC | $8.5M | 209,952 | Added |
| 12 | New England Private Wealth Advisors LLC | $6.7M | 165,743 | Added |
| 13 | RIVERSEDGE ADVISORS, LLC | $6.5M | 159,702 | New |
| 14 | Black Swift Group, LLC | $6.0M | 147,035 | New |
| 15 | Redhawk Wealth Advisors, Inc. | $5.1M | 125,999 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 125,169 | Added |
| 17 | OSAIC HOLDINGS, INC. | $4.9M | 120,026 | Added |
| 18 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $4.8M | 117,655 | Added |
| 19 | Royal Bank of Canada | $4.7M | 116,233 | Added |
| 20 | Visionary Wealth Advisors | $4.1M | 100,079 | New |
| 21 | AVALON CAPITAL MANAGEMENT | $3.7M | 90,342 | Added |
| 22 | New Republic Capital, LLC | $3.5M | 85,221 | Added |
| 23 | Castleview Partners, LLC | $3.2M | 77,570 | Added |
| 24 | Principle Wealth Partners LLC | $3.0M | 74,913 | Added |
| 25 | Sunrise Financial Services, LLC | $3.0M | 74,455 | New |