| 1 | Bare Financial Services, Inc | $20.3M | 533,340 | Added |
| 2 | Fiduciary Alliance LLC | $13.6M | 357,061 | Added |
| 3 | Legacy Wealth Asset Management, LLC | $11.2M | 292,460 | Added |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.4M | 272,496 | Trimmed |
| 5 | Turning Point Benefit Group, Inc. | $8.8M | 232,672 | Trimmed |
| 6 | EverSource Wealth Advisors, LLC | $6.2M | 163,517 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.1M | 107,326 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 89,038 | Added |
| 9 | Kestra Advisory Services, LLC | $3.2M | 83,615 | Added |
| 10 | Plan A Wealth LLC | $3.1M | 81,787 | Added |
| 11 | Belpointe Asset Management LLC | $2.9M | 75,467 | Added |
| 12 | Range Financial Group LLC | $2.7M | 70,029 | Added |
| 13 | AE Wealth Management LLC | $2.6M | 68,964 | Added |
| 14 | Security Financial Services, INC. | $2.6M | 66,957 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 58,863 | Added |
| 16 | SageOak Financial, LLC | $2.2M | 58,611 | Added |
| 17 | WorthPointe, LLC | $2.2M | 57,920 | Trimmed |
| 18 | LifeGuide Financial Advisors, LLC | $2.0M | 52,090 | Trimmed |
| 19 | TRUST POINT INC. | $1.8M | 48,231 | Trimmed |
| 20 | MONEYWISE, INC. | $1.8M | 46,565 | Added |
| 21 | Farther Finance Advisors, LLC | $1.5M | 38,078 | Added |
| 22 | Whitaker-Myers Wealth Managers, LTD. | $994,299 | 26,077 | Added |
| 23 | IFP Advisors, Inc | $803,933 | 21,084 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $795,049 | 20,851 | Added |
| 25 | Optivise Advisory Services LLC | $755,737 | 19,820 | Trimmed |