| 1 | AE Wealth Management LLC | $67.6M | 1.4M | Added |
| 2 | Tanager Wealth Management LLP | $46.6M | 943,490 | Added |
| 3 | ACCESS FINANCIAL SERVICES, INC. | $24.2M | 489,580 | Added |
| 4 | VICTORY FINANCIAL GROUP, LLC | $19.2M | 389,679 | New |
| 5 | Buck Wealth Strategies, LLC | $15.6M | 316,178 | Trimmed |
| 6 | eCIO, Inc. | $8.5M | 171,397 | Added |
| 7 | Financial Guidance Group, Inc. | $6.3M | 127,971 | Trimmed |
| 8 | Warren Street Wealth Advisors, LLC | $6.2M | 125,987 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 105,029 | Added |
| 10 | North Forty Two & Co. | $4.8M | 97,920 | Added |
| 11 | S&A Financial Services, Inc. | $4.8M | 97,673 | New |
| 12 | MIDLAND WEALTH ADVISORS LLC | $4.4M | 88,582 | New |
| 13 | Mendel Money Management | $3.3M | 66,004 | Added |
| 14 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $3.0M | 60,474 | New |
| 15 | Laurel Wealth Advisors LLC | $2.7M | 55,340 | Added |
| 16 | COURIER CAPITAL LLC | $2.5M | 50,790 | Added |
| 17 | Farther Finance Advisors, LLC | $2.1M | 43,070 | Trimmed |
| 18 | Bulwark Capital Corp | $1.3M | 26,824 | Added |
| 19 | Dynamic Advisor Solutions LLC | $1.3M | 25,496 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 24,636 | New |
| 21 | Oasis Advisors, LLC | $1.2M | 23,422 | New |
| 22 | Wealthcare Advisory Partners LLC | $1.1M | 23,044 | Added |
| 23 | IFP Advisors, Inc | $1.1M | 22,576 | Trimmed |
| 24 | ZEGA Investments, LLC | $990,482 | 20,062 | Added |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $775,455 | 15,707 | Trimmed |