| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18.0M | 481,131 | Trimmed |
| 2 | O'Connor Financial Group LLC | $12.2M | 328,274 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $7.7M | 207,610 | Added |
| 4 | BENJAMIN EDWARDS INC | $6.7M | 179,085 | Added |
| 5 | LVZ, Inc. | $4.8M | 129,799 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.9M | 104,297 | Added |
| 7 | Turning Point Benefit Group, Inc. | $3.9M | 103,650 | Added |
| 8 | FAMILY WEALTH PARTNERS, LLC | $3.0M | 80,497 | Added |
| 9 | Sound Stewardship, LLC | $2.1M | 55,410 | Trimmed |
| 10 | SUMMIT WEALTH GROUP LLC / CO | $2.1M | 55,184 | Added |
| 11 | EverSource Wealth Advisors, LLC | $2.0M | 53,556 | Trimmed |
| 12 | J.W. COLE ADVISORS, INC. | $1.4M | 36,586 | New |
| 13 | WorthPointe, LLC | $1.3M | 33,745 | Trimmed |
| 14 | First Heartland Consultants, Inc. | $1.1M | 29,496 | Added |
| 15 | Ridgeline Wealth, LLC | $788,566 | 21,136 | Added |
| 16 | IFP Advisors, Inc | $771,048 | 20,666 | Added |
| 17 | Strategic Blueprint, LLC | $689,806 | 18,489 | Added |
| 18 | Farther Finance Advisors, LLC | $660,238 | 17,696 | Added |
| 19 | WIN ADVISORS, INC | $597,744 | 16,021 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $453,150 | 12,145 | Added |
| 21 | McAdam, LLC | $446,414 | 11,965 | New |
| 22 | MONEYWISE, INC. | $415,250 | 11,130 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $397,433 | 10,652 | Added |
| 24 | Atria Investments, Inc | $391,083 | 10,482 | New |
| 25 | FIRETHORN WEALTH PARTNERS, LLC | $380,141 | 10,189 | Added |