| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.5M | 302,545 | Added |
| 2 | Bare Financial Services, Inc | $13.0M | 271,703 | Added |
| 3 | Plan A Wealth LLC | $8.8M | 182,718 | Added |
| 4 | Kestra Advisory Services, LLC | $8.0M | 166,301 | Added |
| 5 | O'Connor Financial Group LLC | $7.4M | 153,956 | Added |
| 6 | ASSETMARK, INC | $5.9M | 122,525 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 120,039 | Added |
| 8 | EverSource Wealth Advisors, LLC | $5.0M | 104,830 | Added |
| 9 | Turning Point Benefit Group, Inc. | $3.5M | 72,706 | Trimmed |
| 10 | FAMILY WEALTH PARTNERS, LLC | $2.7M | 56,018 | Added |
| 11 | BENJAMIN EDWARDS INC | $2.6M | 54,341 | Added |
| 12 | Investment Research Partners LLC | $2.5M | 51,415 | Added |
| 13 | IFP Advisors, Inc | $2.5M | 51,150 | Added |
| 14 | RFG Advisory, LLC | $1.7M | 34,583 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.5M | 30,378 | Added |
| 16 | First Heartland Consultants, Inc. | $1.4M | 29,710 | Added |
| 17 | Sound Stewardship, LLC | $1.3M | 27,749 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 27,248 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 26,580 | Added |
| 20 | WorthPointe, LLC | $1.2M | 25,701 | Trimmed |
| 21 | J.W. COLE ADVISORS, INC. | $1.1M | 22,862 | New |
| 22 | SageOak Financial, LLC | $935,730 | 19,502 | Trimmed |
| 23 | TrueWealth Advisors, LLC | $918,715 | 19,147 | Added |
| 24 | Sowell Financial Services LLC | $861,904 | 17,963 | Added |
| 25 | Discipline Wealth Solutions, LLC | $811,187 | 16,906 | Added |