| 1 | Merit Financial Group, LLC | $154.3M | 2.0M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $58.8M | 771,326 | Added |
| 3 | Geometric Wealth Advisors | $54.4M | 713,554 | Added |
| 4 | Wealth Management Partners, LLC | $29.0M | 380,960 | Added |
| 5 | BWM Planning, LLC | $28.9M | 379,007 | Added |
| 6 | Duncan Williams Asset Management, LLC | $23.9M | 313,894 | Added |
| 7 | TRUIST FINANCIAL CORP | $16.4M | 215,698 | Added |
| 8 | LPL Financial LLC | $15.0M | 196,758 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 189,584 | Trimmed |
| 10 | HOWARD BAILEY SECURITIES, LLC | $11.3M | 149,008 | Added |
| 11 | Cerity Partners LLC | $11.1M | 145,383 | New |
| 12 | Peak Asset Management, LLC | $9.5M | 124,955 | Added |
| 13 | OSAIC HOLDINGS, INC. | $5.2M | 67,920 | Added |
| 14 | THOROUGHBRED FINANCIAL SERVICES, LLC | $4.6M | 60,904 | Added |
| 15 | B&D White Capital Company, LLC | $4.2M | 55,743 | Trimmed |
| 16 | Ausdal Financial Partners, Inc. | $3.6M | 47,306 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 35,401 | Added |
| 18 | Altus Wealth Group LLC | $2.3M | 30,545 | Added |
| 19 | AQR CAPITAL MANAGEMENT LLC | $1.6M | 20,990 | New |
| 20 | CAPTRUST FINANCIAL ADVISORS | $1.6M | 20,880 | Added |
| 21 | Farther Finance Advisors, LLC | $1.6M | 20,386 | Added |
| 22 | Acumen Wealth Advisors, LLC | $1.5M | 19,696 | New |
| 23 | JANE STREET GROUP, LLC | $1.4M | 18,627 | New |
| 24 | Oak Wealth Advisors LLC | $1.4M | 17,756 | Added |
| 25 | Strathmore Capital Advisors, Inc. | $1.3M | 16,618 | Added |