| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $74.7M | 2.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 1.5M | Added |
| 3 | TRUIST FINANCIAL CORP | $23.2M | 692,948 | Added |
| 4 | Private Advisor Group, LLC | $15.8M | 471,371 | New |
| 5 | CRUX WEALTH ADVISORS | $11.3M | 338,200 | Trimmed |
| 6 | StoneCrest Wealth Management, Inc. | $9.8M | 293,642 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $9.3M | 277,218 | Added |
| 8 | JSF Financial, LLC | $8.9M | 264,433 | Added |
| 9 | Merit Financial Group, LLC | $8.2M | 244,967 | Added |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.2M | 244,837 | Added |
| 11 | FAS Wealth Partners, Inc. | $7.1M | 213,465 | Added |
| 12 | MGO ONE SEVEN LLC | $6.8M | 204,107 | Added |
| 13 | Kestra Advisory Services, LLC | $6.6M | 197,033 | Added |
| 14 | Intentional Wealth Strategies, LLC | $5.7M | 170,948 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 139,896 | Trimmed |
| 16 | Maia Wealth LLC | $4.7M | 140,952 | Added |
| 17 | Financial Partners Group, Inc | $4.5M | 134,206 | Added |
| 18 | Noble Wealth Management PBC | $3.9M | 116,654 | Added |
| 19 | Concurrent Investment Advisors, LLC | $3.8M | 114,487 | New |
| 20 | Next Level Private LLC | $3.2M | 96,305 | Added |
| 21 | Sugar Maple Asset Management, LLC | $3.1M | 93,788 | Added |
| 22 | IFP Advisors, Inc | $3.1M | 91,873 | Added |
| 23 | GGM Financials LLC | $3.0M | 90,191 | Added |
| 24 | PARK AVENUE SECURITIES LLC | $2.6M | 78,210 | Added |
| 25 | OPPENHEIMER & CO INC | $1.7M | 52,052 | Added |