| 1 | Insight Wealth Strategies, LLC | $23.3M | 301,707 | Trimmed |
| 2 | Keystone Financial Group, Inc. | $22.7M | 292,988 | Added |
| 3 | Diversified Portfolios, Inc. | $18.0M | 232,499 | Added |
| 4 | Balance Wealth, LLC | $16.0M | 206,733 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 170,399 | Added |
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | $12.8M | 165,370 | Added |
| 7 | ALPS ADVISORS INC | $12.4M | 159,805 | New |
| 8 | NavPoint Financial, Inc. | $11.7M | 151,332 | Added |
| 9 | R. W. Roge & Company, Inc. | $9.9M | 127,432 | Added |
| 10 | HOWARD FINANCIAL SERVICES, LTD. | $9.7M | 125,340 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.6M | 112,006 | Added |
| 12 | Harbor Group, Inc. | $8.0M | 103,659 | Added |
| 13 | FAGAN ASSOCIATES, INC. | $7.2M | 93,216 | Trimmed |
| 14 | Beaird Harris Wealth Management, LLC | $7.0M | 90,080 | Added |
| 15 | Dynamic Advisor Solutions LLC | $6.9M | 88,830 | Added |
| 16 | North Star Investment Management Corp. | $6.7M | 86,734 | Added |
| 17 | Integrity Wealth Solutions LLC | $6.4M | 81,997 | Added |
| 18 | Farther Finance Advisors, LLC | $5.5M | 71,521 | Added |
| 19 | Red Mountain Financial, LLC | $4.3M | 55,952 | Added |
| 20 | OMNI 360 Wealth, Inc. | $3.9M | 49,818 | Added |
| 21 | Kaizen Financial Strategies | $3.6M | 47,021 | Added |
| 22 | SAGE RHINO CAPITAL LLC | $3.5M | 45,103 | Added |
| 23 | DAHRING | CUSMANO LLC | $2.7M | 35,188 | Added |
| 24 | IFP Advisors, Inc | $2.6M | 34,123 | Added |
| 25 | IAMS WEALTH MANAGEMENT, LLC | $2.6M | 33,652 | Trimmed |