| 1 | Advisory Services Network, LLC | $40.6M | 1.2M | Trimmed |
| 2 | GeoWealth Management, LLC | $27.5M | 811,741 | Added |
| 3 | Menard Financial Group LLC | $26.7M | 790,558 | Trimmed |
| 4 | CreativeOne Wealth, LLC | $16.4M | 484,729 | Added |
| 5 | CONTINENTAL INVESTORS SERVICES, INC. | $16.4M | 447,947 | Added |
| 6 | Koshinski Asset Management, Inc. | $11.6M | 341,890 | Added |
| 7 | TRUE Private Wealth Advisors | $7.8M | 231,205 | Trimmed |
| 8 | Balboa Wealth Partners | $6.2M | 182,595 | Added |
| 9 | Strategic Blueprint, LLC | $5.9M | 174,449 | Added |
| 10 | Virtue Capital Management, LLC | $5.6M | 170,039 | Added |
| 11 | Wayfinding Financial, LLC | $5.6M | 164,210 | Added |
| 12 | Arete Wealth Advisors, LLC | $5.4M | 159,438 | Trimmed |
| 13 | Navigation Wealth Management, Inc. | $5.3M | 155,906 | Trimmed |
| 14 | M1 Capital Management LLC | $5.2M | 153,384 | Trimmed |
| 15 | Advyzon Investment Management, LLC | $4.0M | 117,770 | Added |
| 16 | Creative Planning | $3.2M | 94,746 | Trimmed |
| 17 | EJMK Ventures LLC | $3.1M | 90,748 | Trimmed |
| 18 | Strive Financial Group ,LLC | $2.8M | 81,406 | Added |
| 19 | Alteri Wealth LLC | $2.6M | 77,858 | Trimmed |
| 20 | Paragon Private Wealth Management, LLC | $2.5M | 74,535 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.5M | 74,365 | Added |
| 22 | Ignite Planners, LLC | $2.1M | 62,320 | Trimmed |
| 23 | Discipline Wealth Solutions, LLC | $2.0M | 60,033 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 54,641 | Added |
| 25 | BANK OF AMERICA CORP /DE/ | $1.8M | 54,169 | New |