| 1 | Compass Advisory Group LLC | $32.2M | 845,513 | Added |
| 2 | Allworth Financial LP | $25.4M | 665,968 | Added |
| 3 | Long Island Wealth Management, Inc. | $19.6M | 515,972 | Added |
| 4 | BLAIR WILLIAM & CO/IL | $11.9M | 311,570 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 188,091 | Added |
| 6 | OSAIC HOLDINGS, INC. | $6.0M | 157,147 | Added |
| 7 | BIP Wealth, LLC | $5.2M | 137,378 | Trimmed |
| 8 | Cornerstone Wealth, LLC/TN | $4.9M | 129,197 | Added |
| 9 | US BANCORP \DE\ | $4.4M | 115,514 | Trimmed |
| 10 | AdvisorNet Financial, Inc | $4.2M | 110,939 | Trimmed |
| 11 | RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 108,402 | Added |
| 12 | Cetera Investment Advisers | $4.0M | 105,814 | Trimmed |
| 13 | HighTower Advisors, LLC | $3.9M | 101,192 | Trimmed |
| 14 | JDM Financial Group LLC | $3.1M | 82,524 | Trimmed |
| 15 | BFI Wealth Solutions, LLC | $3.0M | 79,010 | Trimmed |
| 16 | LPL Financial LLC | $2.8M | 73,936 | Added |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 73,010 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 71,544 | Trimmed |
| 19 | WPWealth LLP | $2.2M | 58,977 | Trimmed |
| 20 | My Personal CFO, LLC | $2.2M | 56,629 | Trimmed |
| 21 | Global Strategic Investment Solutions, LLC | $2.1M | 55,734 | Trimmed |
| 22 | Signal Advisors Wealth, LLC | $1.9M | 51,059 | Trimmed |
| 23 | PFG Advisors | $1.7M | 44,527 | Trimmed |
| 24 | Triad Wealth Partners, LLC | $1.7M | 42,968 | Trimmed |
| 25 | IFP Advisors, Inc | $1.6M | 42,937 | Trimmed |