| 1 | CONTINUUM WEALTH ADVISORS, LLC | $17.8M | 543,798 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $11.4M | 349,738 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 333,408 | Trimmed |
| 4 | Innova Wealth Partners | $7.7M | 236,651 | Added |
| 5 | BWM Planning, LLC | $7.5M | 229,946 | Added |
| 6 | Brookwood Investment Group LLC | $6.5M | 198,479 | Added |
| 7 | WealthTrak Capital Management LLC | $6.3M | 191,732 | Trimmed |
| 8 | Fermata Advisors, LLC | $5.7M | 173,074 | Added |
| 9 | Professional Financial Advisors, LLC | $5.1M | 155,835 | Added |
| 10 | Wright Wealth LLC | $4.6M | 142,155 | Trimmed |
| 11 | Accurate Wealth Management, LLC | $4.5M | 134,971 | Added |
| 12 | McGrath & Associates, Inc. | $4.2M | 129,778 | Added |
| 13 | Planned Solutions, Inc. | $3.8M | 114,826 | Trimmed |
| 14 | CLG LLC | $2.8M | 85,453 | New |
| 15 | STAPP WEALTH MANAGEMENT, PLLC | $2.5M | 76,873 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.8M | 54,486 | Added |
| 17 | MATHER GROUP, LLC. | $1.8M | 53,733 | Added |
| 18 | Bravias Capital Group, LLC | $1.5M | 46,312 | Added |
| 19 | Lunt Capital Management, Inc. | $1.4M | 41,791 | Trimmed |
| 20 | Optivise Advisory Services LLC | $1.3M | 41,090 | New |
| 21 | Wealthcare Advisory Partners LLC | $1.2M | 37,119 | Added |
| 22 | Worth Asset Management, LLC | $1.0M | 31,207 | Added |
| 23 | Oregon Pacific Wealth Management, LLC | $822,382 | 25,157 | Trimmed |
| 24 | ORG Wealth Partners, LLC | $816,858 | 498,849 | Added |
| 25 | SteelPeak Wealth, LLC | $708,029 | 21,659 | Added |