| 1 | Stonebridge Financial Group, LLC | $53.1M | 1.1M | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 495,505 | Trimmed |
| 3 | Biltmore Wealth Management, LLC | $21.4M | 424,580 | Added |
| 4 | John A. Wolfe & Associates, Inc. | $20.4M | 403,445 | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $10.5M | 207,752 | Trimmed |
| 6 | AXXCESS WEALTH MANAGEMENT, LLC | $8.7M | 172,039 | New |
| 7 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.2M | 161,569 | Added |
| 8 | Quotient Wealth Partners, LLC | $7.0M | 139,502 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 127,653 | Added |
| 10 | Crumly & Associates Inc. | $6.3M | 124,280 | Added |
| 11 | Optimus Capital Advisors, LLC | $5.5M | 109,261 | Added |
| 12 | MBM WEALTH CONSULTANTS, LLC | $4.6M | 92,079 | Added |
| 13 | Gateway Wealth Partners, LLC | $4.1M | 80,456 | Trimmed |
| 14 | ABLE Financial Group, LLC | $3.9M | 77,211 | Added |
| 15 | CarsonAllaria Wealth Management, Ltd. | $3.8M | 75,773 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 73,062 | Added |
| 17 | YHB Investment Advisors, Inc. | $3.4M | 67,612 | Added |
| 18 | Private Advisor Group, LLC | $3.3M | 66,002 | Added |
| 19 | Certified Advisory Corp | $3.3M | 65,011 | Added |
| 20 | CFS Investment Advisory Services, LLC | $2.9M | 56,772 | Trimmed |
| 21 | DAVENPORT & Co LLC | $2.8M | 56,425 | Added |
| 22 | Stokes Capital Advisors, LLC | $2.5M | 50,000 | Added |
| 23 | Westside Investment Management, Inc. | $2.5M | 48,740 | Trimmed |
| 24 | GeoWealth Management, LLC | $2.4M | 48,266 | Added |
| 25 | Farther Finance Advisors, LLC | $2.1M | 42,031 | Added |