| 1 | Advisory Services Network, LLC | $47.4M | 1.3M | Added |
| 2 | GeoWealth Management, LLC | $36.6M | 968,590 | Added |
| 3 | Menard Financial Group LLC | $29.9M | 793,555 | Added |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | $22.9M | 591,061 | Added |
| 5 | Koshinski Asset Management, Inc. | $14.1M | 372,813 | Added |
| 6 | Strive Financial Group ,LLC | $11.3M | 299,705 | Added |
| 7 | TRUE Private Wealth Advisors | $8.8M | 233,900 | Added |
| 8 | LPL Financial LLC | $8.5M | 225,821 | Added |
| 9 | Arete Wealth Advisors, LLC | $7.8M | 251,786 | Added |
| 10 | Balboa Wealth Partners | $6.9M | 182,791 | Added |
| 11 | Navigation Wealth Management, Inc. | $6.8M | 180,380 | Added |
| 12 | Strategic Blueprint, LLC | $6.5M | 171,079 | Trimmed |
| 13 | Virtue Capital Management, LLC | $6.3M | 166,152 | Trimmed |
| 14 | M1 Capital Management LLC | $5.9M | 157,364 | Added |
| 15 | Farther Finance Advisors, LLC | $5.1M | 136,296 | New |
| 16 | Advyzon Investment Management, LLC | $5.0M | 131,478 | Added |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 91,373 | New |
| 18 | Rothschild Wealth LLC | $3.4M | 88,824 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.1M | 82,889 | Added |
| 20 | Creative Planning | $3.1M | 81,687 | Trimmed |
| 21 | Alteri Wealth LLC | $2.9M | 76,345 | Trimmed |
| 22 | Paragon Private Wealth Management, LLC | $2.9M | 76,200 | Added |
| 23 | EJMK Ventures LLC | $2.7M | 72,000 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $2.7M | 71,055 | Added |
| 25 | Ignite Planners, LLC | $2.4M | 63,293 | Added |