| 1 | ENVESTNET ASSET MANAGEMENT INC | $31.2M | 1.1M | Added |
| 2 | VanWeelden Wealth Management, LLC | $23.4M | 788,273 | New |
| 3 | Measured Risk Portfolios, Inc. | $22.9M | 768,817 | Added |
| 4 | Belpointe Asset Management LLC | $20.9M | 702,010 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $18.2M | 612,933 | Added |
| 6 | Chicago Partners Investment Group LLC | $17.1M | 584,138 | Added |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $6.9M | 230,998 | Trimmed |
| 8 | Kingsview Wealth Management, LLC | $4.3M | 145,634 | Added |
| 9 | Farther Finance Advisors, LLC | $3.9M | 130,909 | Added |
| 10 | Sigma Planning Corp | $3.8M | 126,161 | Added |
| 11 | TRUE Private Wealth Advisors | $3.2M | 107,032 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 58,186 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.7M | 57,459 | New |
| 14 | Independent Wealth Network Inc. | $1.5M | 49,749 | Added |
| 15 | Concurrent Investment Advisors, LLC | $1.5M | 49,486 | Added |
| 16 | Strategic Blueprint, LLC | $1.4M | 47,066 | Added |
| 17 | Clear Creek Financial Management, LLC | $1.3M | 42,689 | Trimmed |
| 18 | &PARTNERS | $1.3M | 42,680 | New |
| 19 | Delta Investment Management, LLC | $1.2M | 39,115 | New |
| 20 | Trek Financial, LLC | $1.1M | 38,454 | Trimmed |
| 21 | PKS Advisory Services, LLC | $1.1M | 38,026 | New |
| 22 | MBL Wealth, LLC | $1.1M | 36,804 | New |
| 23 | Millennium Capital Advisors, LLC | $912,114 | 30,678 | Added |
| 24 | Hibernia Wealth Partners, LLC | $632,773 | 21,284 | Trimmed |
| 25 | Meridian Wealth Management, LLC | $590,884 | 19,875 | Added |