| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M | 1.2M | Added |
| 2 | Strategic Equity Management | $16.6M | 542,739 | Added |
| 3 | O'Connor Financial Group LLC | $15.2M | 496,003 | Trimmed |
| 4 | MONEYWISE, INC. | $8.9M | 290,812 | Added |
| 5 | Legacy Wealth Asset Management, LLC | $8.0M | 261,253 | Added |
| 6 | PAX Financial Group, LLC | $5.0M | 163,445 | Added |
| 7 | Geneos Wealth Management Inc. | $4.9M | 160,507 | Added |
| 8 | LPL Financial LLC | $4.5M | 146,822 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.6M | 118,985 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 121,045 | Added |
| 11 | Kestra Advisory Services, LLC | $3.4M | 110,958 | Added |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.0M | 97,684 | Added |
| 13 | OneAscent Financial Services LLC | $2.3M | 76,144 | Added |
| 14 | EverSource Wealth Advisors, LLC | $2.3M | 75,057 | Trimmed |
| 15 | SageOak Financial, LLC | $1.8M | 60,000 | Trimmed |
| 16 | Merit Financial Group, LLC | $1.8M | 57,744 | Added |
| 17 | First Heartland Consultants, Inc. | $1.7M | 56,320 | Added |
| 18 | CreativeOne Wealth, LLC | $1.5M | 50,276 | Trimmed |
| 19 | IFP Advisors, Inc | $1.5M | 47,733 | Added |
| 20 | Strategic Blueprint, LLC | $1.4M | 45,933 | Trimmed |
| 21 | Values First Advisors, Inc. | $1.2M | 39,633 | Added |
| 22 | GTS SECURITIES LLC | $754,264 | 24,621 | New |
| 23 | Betterment LLC | $563,000 | 18,387 | Added |
| 24 | Harvest Investment Services, LLC | $527,688 | 17,225 | Trimmed |
| 25 | Meriwether Wealth & Planning, LLC | $446,628 | 14,579 | Trimmed |