| 1 | Orgel Wealth Management, LLC | $625.9M | 8.2M | Added |
| 2 | Beaird Harris Wealth Management, LLC | $15.6M | 203,992 | Added |
| 3 | CGN Advisors LLC | $7.2M | 94,661 | Added |
| 4 | Werba Rubin Papier Wealth Management | $7.1M | 92,933 | Added |
| 5 | Keystone Financial Group, Inc. | $4.6M | 60,314 | Added |
| 6 | Bell Bank | $4.2M | 55,494 | New |
| 7 | Pinnacle Financial Group, LLC / IL | $3.1M | 40,697 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 26,562 | Added |
| 9 | TD Waterhouse Canada Inc. | $1.7M | 21,881 | Trimmed |
| 10 | Robertson Stephens Wealth Management, LLC | $1.6M | 21,227 | Added |
| 11 | North Star Investment Management Corp. | $1.2M | 16,249 | Trimmed |
| 12 | Mills Wealth Advisors LLC | $1.1M | 14,509 | Trimmed |
| 13 | HAZLETT, BURT & WATSON, INC. | $1.1M | 13,783 | Added |
| 14 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $992,267 | 12,998 | Hold |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942,076 | 12,399 | Added |
| 16 | Englebert Financial Advisers, LLC | $908,599 | 11,902 | Trimmed |
| 17 | STEEL GROVE CAPITAL ADVISORS, LLC | $877,910 | 11,500 | Added |
| 18 | Prospera Financial Services Inc | $806,148 | 10,560 | Trimmed |
| 19 | Worth Asset Management, LLC | $728,360 | 9,541 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $638,000 | 8,344 | Added |
| 21 | Kestra Advisory Services, LLC | $522,783 | 6,848 | Added |
| 22 | Crusonia Wealth Advisors LLC | $423,305 | 5,545 | New |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $350,020 | 4,585 | Added |
| 24 | Concurrent Investment Advisors, LLC | $343,759 | 4,503 | New |
| 25 | Farther Finance Advisors, LLC | $331,657 | 4,344 | Added |