| 1 | GW HENSSLER & ASSOCIATES LTD | $119.9M | 4.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $90.2M | 3.0M | Trimmed |
| 3 | Centennial Wealth Advisory LLC | $53.4M | 1.8M | Trimmed |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $27.7M | 931,763 | New |
| 5 | Brookstone Capital Management | $26.3M | 886,574 | Added |
| 6 | Kestra Advisory Services, LLC | $26.1M | 877,996 | Added |
| 7 | TRUIST FINANCIAL CORP | $25.3M | 852,662 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 764,521 | Added |
| 9 | FISCHER INVESTMENT STRATEGIES, LLC | $21.0M | 708,015 | Added |
| 10 | RFG Advisory, LLC | $17.1M | 574,494 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $15.9M | 536,054 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $12.0M | 402,580 | Trimmed |
| 13 | MILESTONE ASSET MANAGEMENT, LLC | $11.8M | 395,577 | Trimmed |
| 14 | Santori & Peters, Inc. | $10.9M | 367,507 | Trimmed |
| 15 | Private Advisor Group, LLC | $8.9M | 299,887 | Added |
| 16 | Jacobi Capital Management LLC | $7.6M | 255,285 | Added |
| 17 | WEDBUSH SECURITIES INC | $6.6M | 222,051 | Trimmed |
| 18 | PRECEDENT WEALTH PARTNERS, LLC | $5.9M | 198,909 | Added |
| 19 | Prospera Financial Services Inc | $4.4M | 149,280 | Added |
| 20 | Atria Investments, Inc | $4.4M | 146,790 | Trimmed |
| 21 | Symphony Financial Services, Inc. | $4.1M | 136,837 | Added |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $3.4M | 112,730 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 110,056 | Added |
| 24 | Apollon Financial, LLC | $3.0M | 101,898 | Trimmed |
| 25 | Compass Financial Services Inc | $2.9M | 96,376 | Added |