| 1 | ANDERSON HOAGLAND & CO | $47.8M | 307,946 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $25.6M | 165,335 | Added |
| 3 | Systelligence, LLC | $16.7M | 107,954 | New |
| 4 | Opus Capital Group, LLC | $16.4M | 106,039 | Added |
| 5 | LPL Financial LLC | $12.6M | 81,342 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $12.0M | 77,198 | Added |
| 7 | UMB BANK N A/MO | $10.4M | 66,873 | Added |
| 8 | Storen Legacy Partners, LLC | $9.1M | 58,705 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.6M | 55,666 | Added |
| 10 | Rooted Wealth Advisors, Inc. | $7.8M | 46,955 | Added |
| 11 | Geneos Wealth Management Inc. | $6.8M | 43,757 | Added |
| 12 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $6.2M | 39,930 | Added |
| 13 | OSAIC HOLDINGS, INC. | $3.1M | 19,827 | Added |
| 14 | Partners in Financial Planning | $3.0M | 19,332 | Trimmed |
| 15 | TFB Advisors LLC | $2.8M | 17,741 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 16,653 | Added |
| 17 | Royal Bank of Canada | $2.6M | 16,559 | Added |
| 18 | Walkner Condon Financial Advisors LLC | $2.5M | 15,936 | Trimmed |
| 19 | Cedar Point Capital Partners, LLC | $2.4M | 15,495 | Added |
| 20 | VICTORY FINANCIAL GROUP, LLC | $2.4M | 15,353 | Trimmed |
| 21 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.3M | 14,977 | Added |
| 22 | MGO ONE SEVEN LLC | $2.3M | 14,570 | New |
| 23 | RESOLUTE WEALTH ADVISOR, INC. | $2.2M | 14,185 | New |
| 24 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $2.1M | 13,558 | Added |
| 25 | Onyx Bridge Wealth Group LLC | $1.9M | 12,345 | Added |