| 1 | STRATEGIC PLANNING GROUP, LLC | $59.3M | 2.9M | Added |
| 2 | Ferguson Shapiro LLC | $20.1M | 972,151 | Added |
| 3 | Capital Investment Counsel, LLC | $13.6M | 657,747 | Added |
| 4 | Kestra Advisory Services, LLC | $11.9M | 575,530 | Added |
| 5 | First Heartland Consultants, Inc. | $10.3M | 500,173 | Trimmed |
| 6 | Beaumont Financial Advisors, LLC | $8.8M | 427,102 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 421,970 | Added |
| 8 | CHANNEL WEALTH LLC | $5.9M | 286,993 | Added |
| 9 | Brendel Financial Advisors LLC | $5.4M | 262,638 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 219,175 | Added |
| 11 | Farther Finance Advisors, LLC | $3.2M | 154,460 | Added |
| 12 | CoreCap Advisors, LLC | $3.0M | 146,884 | New |
| 13 | CRUX WEALTH ADVISORS | $2.9M | 140,303 | Added |
| 14 | Dynamic Advisor Solutions LLC | $2.6M | 124,433 | Added |
| 15 | Prosperity Financial Group, Inc. | $2.6M | 123,997 | Added |
| 16 | Centennial Wealth Advisory LLC | $2.4M | 118,426 | New |
| 17 | Philip James Wealth Mangement, LLC | $1.9M | 90,246 | Trimmed |
| 18 | Independent Wealth Network Inc. | $1.7M | 81,964 | Added |
| 19 | WEDBUSH SECURITIES INC | $1.6M | 79,720 | Added |
| 20 | Avior Wealth Management, LLC | $1.5M | 71,617 | Trimmed |
| 21 | Maia Wealth LLC | $1.4M | 69,806 | Added |
| 22 | Wagner Wealth Management, LLC | $1.4M | 68,684 | Added |
| 23 | ASSETMARK, INC | $1.3M | 64,864 | New |
| 24 | Brookstone Capital Management | $1.1M | 53,753 | Added |
| 25 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.0M | 49,176 | Trimmed |