| 1 | CWM, LLC | $63.8M | 2.3M | Added |
| 2 | Private Advisory Group LLC | $12.7M | 449,086 | Added |
| 3 | CONTINUUM WEALTH ADVISORS, LLC | $12.4M | 437,060 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.4M | 333,759 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 321,501 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $8.7M | 306,584 | Trimmed |
| 7 | Triton Wealth Management, PLLC | $6.9M | 240,447 | Added |
| 8 | Integrated Wealth Concepts LLC | $6.4M | 227,232 | Trimmed |
| 9 | BWM Planning, LLC | $6.4M | 225,465 | Added |
| 10 | WJ Interests, LLC | $6.2M | 218,544 | Added |
| 11 | Sigma Planning Corp | $6.1M | 214,100 | Trimmed |
| 12 | Innova Wealth Partners | $5.8M | 206,788 | Added |
| 13 | WealthTrak Capital Management LLC | $5.5M | 194,624 | Trimmed |
| 14 | World Investment Advisors | $4.6M | 161,834 | Trimmed |
| 15 | Brookwood Investment Group LLC | $4.5M | 157,753 | New |
| 16 | Fermata Advisors, LLC | $4.4M | 156,949 | Added |
| 17 | Professional Financial Advisors, LLC | $4.2M | 148,375 | Trimmed |
| 18 | Wright Wealth LLC | $4.0M | 143,062 | Added |
| 19 | Accurate Wealth Management, LLC | $3.9M | 132,347 | Trimmed |
| 20 | McGrath & Associates, Inc. | $3.5M | 125,326 | Added |
| 21 | Planned Solutions, Inc. | $3.5M | 123,025 | Trimmed |
| 22 | BlackDiamond Wealth Management, LLC | $2.6M | 93,370 | Added |
| 23 | Magnolia Private Wealth, LLC | $2.4M | 85,740 | Trimmed |
| 24 | STAPP WEALTH MANAGEMENT, PLLC | $2.1M | 74,354 | Trimmed |
| 25 | RHS Financial, LLC | $1.6M | 55,923 | Trimmed |