| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $28.1M | 778,758 | Added |
| 2 | O'Connor Financial Group LLC | $12.0M | 332,811 | Trimmed |
| 3 | CWM, LLC | $7.3M | 203,432 | Trimmed |
| 4 | Sound Financial Strategies Group, LLC | $6.4M | 177,278 | Added |
| 5 | BENJAMIN EDWARDS INC | $4.7M | 130,028 | Added |
| 6 | LVZ, Inc. | $4.7M | 129,895 | Added |
| 7 | LPL Financial LLC | $4.5M | 125,376 | Added |
| 8 | XY Planning Network, Inc. | $4.3M | 117,713 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $4.3M | 118,704 | New |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.0M | 111,994 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 115,152 | Added |
| 12 | Kestra Advisory Services, LLC | $3.7M | 102,356 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $3.5M | 98,184 | Added |
| 14 | Focus Partners Advisor Solutions, LLC | $2.6M | 70,875 | Added |
| 15 | FAMILY WEALTH PARTNERS, LLC | $2.5M | 70,614 | Added |
| 16 | JANE STREET GROUP, LLC | $2.2M | 61,760 | Trimmed |
| 17 | Sound Stewardship, LLC | $2.0M | 56,684 | Added |
| 18 | EverSource Wealth Advisors, LLC | $2.0M | 54,720 | Trimmed |
| 19 | Turning Point Benefit Group, Inc. | $1.6M | 44,498 | Trimmed |
| 20 | Cetera Investment Advisers | $1.6M | 44,739 | Trimmed |
| 21 | WorthPointe, LLC | $1.5M | 41,542 | Trimmed |
| 22 | Geneos Wealth Management Inc. | $1.5M | 40,802 | Trimmed |
| 23 | Foundations Investment Advisors, LLC | $1.1M | 30,764 | Added |
| 24 | UBS Group AG | $1.0M | 29,007 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $829,987 | 23,061 | Added |