| 1 | LPL Financial LLC | $114.8M | 4.4M | Added |
| 2 | Forge Financial Services LLC | $108.9M | 4.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $77.4M | 2.9M | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $49.3M | 1.9M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 1.4M | Added |
| 6 | Kestra Advisory Services, LLC | $28.6M | 1.1M | Added |
| 7 | Cetera Investment Advisers | $26.5M | 1.0M | Added |
| 8 | CWM, LLC | $23.8M | 906,048 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $23.3M | 887,944 | Added |
| 10 | Jacobi Capital Management LLC | $23.2M | 881,639 | Added |
| 11 | TRUIST FINANCIAL CORP | $19.9M | 757,934 | Added |
| 12 | Rise Advisors, LLC | $18.4M | 699,118 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $14.4M | 546,985 | Trimmed |
| 14 | Geneos Wealth Management Inc. | $12.3M | 466,416 | Trimmed |
| 15 | CreativeOne Wealth, LLC | $10.7M | 408,952 | Added |
| 16 | Richmond Investment Services, LLC | $8.0M | 304,966 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $5.8M | 221,048 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $5.3M | 201,445 | Added |
| 19 | Kingsview Wealth Management, LLC | $4.7M | 180,343 | Added |
| 20 | Goldenstone Wealth Management LLC | $4.1M | 155,554 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $3.0M | 115,390 | Trimmed |
| 22 | AdvisorNet Financial, Inc | $2.9M | 112,027 | Added |
| 23 | Private Advisor Group, LLC | $2.9M | 110,558 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 106,673 | Trimmed |
| 25 | Visionary Wealth Advisors | $2.5M | 95,535 | Trimmed |