| 1 | Retirement Planning Group, LLC | $113.4M | 4.9M | Added |
| 2 | Compound Planning, Inc. | $37.6M | 1.6M | Added |
| 3 | LPL Financial LLC | $24.5M | 1.1M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.1M | 1.1M | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $22.5M | 980,405 | Added |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | $17.6M | 765,724 | Trimmed |
| 7 | Peak Financial Management, Inc. | $13.5M | 589,643 | Added |
| 8 | OSAIC HOLDINGS, INC. | $9.6M | 419,942 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 338,105 | Added |
| 10 | BENJAMIN EDWARDS INC | $7.0M | 303,369 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $6.5M | 283,734 | Added |
| 12 | Royal Bank of Canada | $6.0M | 263,289 | Added |
| 13 | IFP Advisors, Inc | $5.4M | 234,059 | Added |
| 14 | Maridea Wealth Management LLC | $5.0M | 218,532 | Added |
| 15 | Essex Financial Services, Inc. | $4.3M | 188,070 | Added |
| 16 | Fifth Third Securities, Inc. | $4.1M | 177,615 | Added |
| 17 | RITHOLTZ WEALTH MANAGEMENT | $3.8M | 165,607 | Trimmed |
| 18 | Sanctuary Advisors, LLC | $3.8M | 163,497 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 144,520 | Added |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $3.3M | 143,011 | Added |
| 21 | EverSource Wealth Advisors, LLC | $2.6M | 112,528 | Added |
| 22 | Private Advisor Group, LLC | $2.6M | 111,752 | Added |
| 23 | Bleakley Financial Group, LLC | $2.6M | 111,119 | Trimmed |
| 24 | D.A. DAVIDSON & CO. | $2.5M | 110,799 | Added |
| 25 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $2.4M | 104,144 | Added |