| 1 | Family Management Corp | $40.0M | 1.6M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $31.8M | 1.3M | Added |
| 3 | WJ Interests, LLC | $17.6M | 707,494 | Added |
| 4 | Destiny Wealth Partners, LLC | $15.1M | 610,353 | New |
| 5 | OSAIC HOLDINGS, INC. | $11.4M | 456,601 | Added |
| 6 | Curated Wealth Partners LLC | $9.7M | 389,577 | Added |
| 7 | COURIER CAPITAL LLC | $8.0M | 322,755 | New |
| 8 | Foundations Investment Advisors, LLC | $6.7M | 269,417 | New |
| 9 | Jacksonville Wealth Management, LLC | $5.6M | 222,896 | Trimmed |
| 10 | Auour Investments LLC | $4.4M | 178,056 | New |
| 11 | AVAII WEALTH MANAGEMENT, LLC | $3.7M | 147,056 | Trimmed |
| 12 | Pallas Capital Advisors LLC | $3.2M | 126,884 | Added |
| 13 | Ashton Thomas Private Wealth, LLC | $2.6M | 105,332 | New |
| 14 | SilverOak Wealth Management LLC | $2.3M | 91,324 | Added |
| 15 | CORRADO ADVISORS, LLC | $2.1M | 83,443 | Added |
| 16 | Advisory Services Network, LLC | $2.1M | 83,236 | Added |
| 17 | Pettinga Financial Advisors LLC | $1.9M | 75,594 | Added |
| 18 | Cetera Investment Advisers | $1.4M | 56,144 | New |
| 19 | Hubbell Strickland Wealth Management, LLC | $1.3M | 52,376 | Trimmed |
| 20 | Cushing Capital Partners, LLC | $1.2M | 49,142 | Added |
| 21 | M Wealth Management, LLC | $953,349 | 38,241 | Added |
| 22 | Ausdal Financial Partners, Inc. | $819,168 | 32,859 | Added |
| 23 | Signal Advisors Wealth, LLC | $795,867 | 31,924 | Trimmed |
| 24 | UMB BANK N A/MO | $698,040 | 28,000 | New |
| 25 | LPL Financial LLC | $644,528 | 25,854 | Added |