| 1 | WCG Wealth Advisors LLC | $54.2M | 2.1M | Added |
| 2 | Private Advisor Group, LLC | $28.3M | 1.1M | New |
| 3 | Onyx Bridge Wealth Group LLC | $15.9M | 626,973 | New |
| 4 | Strid Group, LLC | $15.2M | 600,927 | Added |
| 5 | PERSONAL CFO SOLUTIONS, LLC | $11.8M | 466,553 | Added |
| 6 | LPL Financial LLC | $11.7M | 462,748 | Added |
| 7 | GGM Financials LLC | $10.6M | 419,150 | New |
| 8 | Spartan Wealth Advisory Services LLC | $10.1M | 398,936 | Added |
| 9 | D.B. Root & Company, LLC | $4.6M | 182,871 | Added |
| 10 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.5M | 178,107 | Added |
| 11 | Cannon Financial Strategists, Inc. | $3.9M | 153,054 | New |
| 12 | Cornerstone Wealth Group, LLC | $3.9M | 152,842 | Added |
| 13 | HighTower Advisors, LLC | $3.6M | 143,225 | Added |
| 14 | JANE STREET GROUP, LLC | $3.3M | 132,049 | Added |
| 15 | Integrity Wealth Solutions LLC | $3.3M | 129,512 | Added |
| 16 | Westside Investment Management, Inc. | $2.6M | 103,263 | Added |
| 17 | Clay Northam Wealth Management, LLC | $1.7M | 67,400 | Added |
| 18 | Empire Financial Management Company, LLC | $1.4M | 55,553 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $836,778 | 33,009 | Trimmed |
| 20 | Insight Wealth Partners, LLC | $777,713 | 30,679 | New |
| 21 | Thrivent Financial for Lutherans | $770,000 | 30,373 | Added |
| 22 | CHANNEL WEALTH LLC | $262,195 | 10,343 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216,354 | 8,533 | Hold |
| 24 | JPMORGAN CHASE & CO | $181,459 | 7,123 | Trimmed |
| 25 | Spire Wealth Management | $147,917 | 5,835 | Added |