| 1 | AE Wealth Management LLC | $9.1M | 185,320 | Added |
| 2 | Dynamic Advisor Solutions LLC | $5.7M | 116,969 | Added |
| 3 | WESPAC Advisors SoCal, LLC | $3.8M | 77,413 | Added |
| 4 | Oliver Luxxe Assets LLC | $2.5M | 50,520 | Trimmed |
| 5 | PARTNERS WEALTH MANAGEMENT, LLC | $1.6M | 32,468 | Added |
| 6 | FSA Investment Group, LLC | $1.5M | 31,434 | Added |
| 7 | Barnes Wealth Management Group, Inc | $1.5M | 30,128 | Added |
| 8 | Wealthcare Advisory Partners LLC | $1.1M | 23,248 | Trimmed |
| 9 | Belpointe Asset Management LLC | $698,212 | 14,240 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $623,247 | 12,712 | Trimmed |
| 11 | Capital Investment Counsel, LLC | $578,652 | 11,802 | Trimmed |
| 12 | S&A Financial Services, Inc. | $538,363 | 10,980 | New |
| 13 | Tandem Investment Partners LLC | $381,944 | 7,790 | Trimmed |
| 14 | Gradient Investments LLC | $261,624 | 5,336 | Trimmed |
| 15 | OPTIMA CAPITAL LLC | $255,054 | 5,202 | Trimmed |
| 16 | Reyes Financial Architecture, Inc. | $52,364 | 1,068 | Trimmed |
| 17 | Capital Investment Advisory Services, LLC | $8,090 | 165 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $7,649 | 156 | Trimmed |
| 19 | CoreCap Advisors, LLC | $5,638 | 115 | New |
| 20 | Mattson Financial Services, LLC | $0 | 0 | Exited |
| 21 | Paladin Wealth, LLC | $0 | 0 | Exited |