| 1 | Bouchey Financial Group Ltd | $41.5M | 1.2M | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 509,007 | Added |
| 3 | Silverleafe Capital Partners, LLC | $8.6M | 256,011 | Added |
| 4 | Members Advisory Group LLC | $7.8M | 234,902 | New |
| 5 | StoneCrest Wealth Management, Inc. | $5.7M | 171,823 | New |
| 6 | INTEGRITY ALLIANCE, LLC. | $5.6M | 167,891 | Added |
| 7 | Farther Finance Advisors, LLC | $5.5M | 164,759 | Trimmed |
| 8 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.9M | 117,261 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $3.8M | 113,961 | New |
| 10 | Capital Investment Advisory Services, LLC | $2.3M | 68,497 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.1M | 63,390 | New |
| 12 | Perennial Advisors, LLC | $1.9M | 56,114 | New |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 54,182 | New |
| 14 | VISTA INVESTMENT PARTNERS II, LLC | $1.5M | 45,784 | New |
| 15 | Concurrent Investment Advisors, LLC | $1.5M | 43,592 | Added |
| 16 | TRUIST FINANCIAL CORP | $1.3M | 37,713 | Added |
| 17 | Mirae Asset Global Investments Co., Ltd. | $1.3M | 37,510 | Trimmed |
| 18 | Platform Technology Partners | $1.1M | 34,366 | Added |
| 19 | Atria Investments, Inc | $955,927 | 28,612 | New |
| 20 | VVR Holdings LLC | $934,578 | 27,973 | New |
| 21 | Sunpointe, LLC | $931,771 | 27,889 | New |
| 22 | Curbstone Financial Management Corp | $725,598 | 21,718 | Added |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $699,802 | 24,106 | New |
| 24 | Bauman Advisory Group, LLC | $535,896 | 16,040 | New |
| 25 | Vontobel Holding Ltd. | $527,076 | 15,776 | Added |