| 1 | Arkadios Wealth Advisors | $38.2M | 1.2M | Added |
| 2 | LPL Financial LLC | $35.8M | 1.1M | Added |
| 3 | Goldstein Advisors, LLC | $22.5M | 681,984 | Added |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $10.5M | 318,822 | Added |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $7.5M | 226,935 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 200,535 | Added |
| 7 | Royal Bank of Canada | $5.2M | 158,006 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $4.6M | 138,114 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 136,396 | Added |
| 10 | Sunrise Financial Services, LLC | $3.7M | 111,650 | New |
| 11 | STIFEL FINANCIAL CORP | $3.7M | 111,149 | Added |
| 12 | Onyx Bridge Wealth Group LLC | $3.3M | 99,093 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $3.3M | 99,000 | Trimmed |
| 14 | Stratos Wealth Partners, LTD. | $3.2M | 97,075 | Trimmed |
| 15 | Proactive Wealth Strategies LLC | $2.7M | 81,658 | New |
| 16 | NWM ADVISORS, LLC | $2.4M | 73,895 | Added |
| 17 | Noble Wealth Management PBC | $2.4M | 71,138 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.1M | 62,887 | Added |
| 19 | Apollon Financial, LLC | $1.8M | 55,613 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.7M | 50,976 | Added |
| 21 | Whipplewood Advisors, LLC | $1.7M | 50,556 | Added |
| 22 | Sanctuary Advisors, LLC | $1.6M | 49,023 | Trimmed |
| 23 | Berbice Capital Management LLC | $1.6M | 46,914 | Added |
| 24 | Private Advisor Group, LLC | $1.5M | 46,842 | Added |
| 25 | &PARTNERS | $1.5M | 45,348 | Added |