| 1 | Cogent Private Wealth, Inc. | $10.6M | 145,179 | Added |
| 2 | Great Point Wealth Advisors, LLC | $6.6M | 90,833 | Trimmed |
| 3 | LPL Financial LLC | $2.3M | 31,860 | Trimmed |
| 4 | CROSSPOINT FINANCIAL, LLC | $1.3M | 17,200 | Trimmed |
| 5 | Diversify Advisory Services, LLC | $1.2M | 16,395 | New |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 16,395 | Added |
| 7 | Vawter Financial, Ltd. | $1.1M | 15,652 | Added |
| 8 | Integrity Wealth Solutions LLC | $1.1M | 14,988 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.0M | 13,754 | Added |
| 10 | Versant Capital Management, Inc | $800,527 | 10,983 | Trimmed |
| 11 | OceanIQ Capital, LLC | $523,015 | 7,084 | New |
| 12 | Plancorp, LLC | $285,990 | 3,950 | Added |
| 13 | Arlington Financial Advisors, LLC | $271,815 | 3,729 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $270,000 | 3,702 | Added |
| 15 | marrick wealth, LLC | $249,141 | 3,418 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $245,379 | 3,366 | Trimmed |
| 17 | Werba Rubin Papier Wealth Management | $226,910 | 3,113 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $215,120 | 2,951 | New |
| 19 | Integrated Advisors Network LLC | $206,797 | 2,837 | New |
| 20 | Robinswood Financial LLC | $79,271 | 1,087 | Added |
| 21 | Farther Finance Advisors, LLC | $43,735 | 600 | Hold |
| 22 | Mosley Wealth Management | $39,307 | 539 | New |
| 23 | EverSource Wealth Advisors, LLC | $22,271 | 306 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $3,936 | 54 | New |
| 25 | Advisory Services Network, LLC | $0 | 0 | Exited |