| 1 | Rockport Wealth LLC | $75.9M | 3.8M | Added |
| 2 | UPTICK PARTNERS, LLC | $23.3M | 1.2M | Added |
| 3 | STIFEL FINANCIAL CORP | $23.1M | 1.1M | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $11.9M | 584,617 | Added |
| 5 | Copia Wealth Management | $10.5M | 517,622 | Added |
| 6 | OxenFree Capital LLC | $8.1M | 401,157 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $7.7M | 380,302 | Added |
| 8 | WMG Financial Advisors, LLC | $6.1M | 302,685 | Added |
| 9 | Grantvest Financial Group LLC | $4.8M | 237,766 | Added |
| 10 | Haven Private, LLC | $4.1M | 202,803 | Added |
| 11 | Farther Finance Advisors, LLC | $4.0M | 196,132 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $3.6M | 179,985 | Added |
| 13 | Hobbs Group Advisors, LLC | $3.0M | 149,229 | New |
| 14 | NWAM LLC | $2.9M | 141,275 | New |
| 15 | Tidal Investments LLC | $2.8M | 138,724 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.6M | 127,334 | Trimmed |
| 17 | Integrated Advisors Network LLC | $2.6M | 126,816 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 124,760 | Trimmed |
| 19 | Advyzon Investment Management, LLC | $2.5M | 123,440 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $2.3M | 113,401 | Added |
| 21 | TCP Asset Management, LLC | $2.2M | 109,249 | Trimmed |
| 22 | Foundations Investment Advisors, LLC | $2.1M | 104,020 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 94,903 | Added |
| 24 | NewEdge Advisors, LLC | $1.9M | 91,735 | Trimmed |
| 25 | B. Riley Wealth Advisors, Inc. | $1.8M | 88,727 | Added |