| 1 | ENVESTNET ASSET MANAGEMENT INC | $31.2M | 1.1M | Added |
| 2 | Belpointe Asset Management LLC | $20.9M | 702,010 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $18.2M | 612,933 | Added |
| 4 | Chicago Partners Investment Group LLC | $17.1M | 584,138 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $6.9M | 230,998 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $3.9M | 130,909 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.4M | 114,918 | New |
| 8 | TRUE Private Wealth Advisors | $3.2M | 107,032 | Trimmed |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 58,186 | Trimmed |
| 10 | Independent Wealth Network Inc. | $1.5M | 49,749 | Added |
| 11 | Concurrent Investment Advisors, LLC | $1.5M | 49,486 | Added |
| 12 | Strategic Blueprint, LLC | $1.4M | 47,066 | Added |
| 13 | Clear Creek Financial Management, LLC | $1.3M | 42,689 | Trimmed |
| 14 | PKS Advisory Services, LLC | $1.1M | 38,026 | New |
| 15 | MBL Wealth, LLC | $1.1M | 36,804 | New |
| 16 | Millennium Capital Advisors, LLC | $912,114 | 30,678 | Added |
| 17 | Hibernia Wealth Partners, LLC | $632,773 | 21,284 | Trimmed |
| 18 | Redhawk Wealth Advisors, Inc. | $566,426 | 19,052 | Added |
| 19 | Reyes Financial Architecture, Inc. | $538,648 | 18,118 | New |
| 20 | Weaver Consulting Group | $203,651 | 6,850 | Trimmed |
| 21 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 22 | IFP Advisors, Inc | $0 | 0 | Exited |