| 1 | BIP Wealth, LLC | $278.0M | 5.5M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $94.1M | 1.9M | Added |
| 3 | MISSION WEALTH MANAGEMENT, LP | $94.1M | 1.9M | Added |
| 4 | Morton Capital Management LLC/CA | $87.6M | 1.7M | Added |
| 5 | Private Advisor Group, LLC | $78.9M | 1.6M | Trimmed |
| 6 | Kestra Advisory Services, LLC | $75.3M | 1.5M | Trimmed |
| 7 | Encompass More Asset Management | $74.2M | 1.5M | Added |
| 8 | Cardinal Point Capital Management ULC | $72.3M | 1.4M | Trimmed |
| 9 | DAVENPORT & Co LLC | $65.9M | 1.3M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $58.3M | 1.2M | Trimmed |
| 11 | FOURPATH CAPITAL MANAGEMENT, LLC | $57.1M | 1.1M | Trimmed |
| 12 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $54.9M | 1.1M | Trimmed |
| 13 | Stenger Family Office, LLC | $47.9M | 950,591 | Trimmed |
| 14 | McGuire Investment Group, LLC | $47.7M | 947,852 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 933,611 | Added |
| 16 | Lunt Capital Management, Inc. | $46.5M | 923,539 | Added |
| 17 | Carmel Capital Partners, LLC | $44.0M | 874,714 | Added |
| 18 | Mraz, Amerine & Associates, Inc. | $43.3M | 859,642 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $40.3M | 800,627 | Trimmed |
| 20 | Aprio Wealth Management, LLC | $34.1M | 676,658 | Added |
| 21 | Farther Finance Advisors, LLC | $33.0M | 655,948 | Trimmed |
| 22 | Wealthcare Capital Partners, LLC | $32.6M | 647,400 | Trimmed |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $32.5M | 646,040 | Added |
| 24 | INTEGRITY ALLIANCE, LLC. | $31.4M | 623,203 | Added |
| 25 | ASSETMARK, INC | $29.7M | 589,017 | Trimmed |