| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $17.7M | 429,140 | Added |
| 2 | TRUIST FINANCIAL CORP | $13.0M | 314,257 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 248,912 | Added |
| 4 | Sanchez Wealth Management Group | $9.3M | 225,303 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 216,912 | Added |
| 6 | Embree Financial Group | $7.5M | 181,678 | Added |
| 7 | Colonial River Investments, LLC | $5.2M | 125,590 | Added |
| 8 | Castle Rock Wealth Management, LLC | $4.8M | 118,358 | Added |
| 9 | Gladstone Institutional Advisory LLC | $4.7M | 113,744 | Added |
| 10 | CORA CAPITAL ADVISORS LLC | $3.9M | 93,724 | Added |
| 11 | Wealth Management Partners, LLC | $3.8M | 92,852 | Added |
| 12 | Onyx Bridge Wealth Group LLC | $2.7M | 65,537 | Added |
| 13 | Worth Financial Advisory Group, LLC | $2.2M | 53,445 | Added |
| 14 | Atria Investments, Inc | $1.1M | 26,826 | Trimmed |
| 15 | Stonebridge Financial Group, LLC / MO | $1.1M | 25,729 | Added |
| 16 | Kestra Advisory Services, LLC | $962,568 | 23,324 | Trimmed |
| 17 | Three Magnolias Financial Advisors, LLC | $774,679 | 18,771 | New |
| 18 | Sugar Maple Asset Management, LLC | $696,184 | 16,869 | New |
| 19 | OPPENHEIMER & CO INC | $689,828 | 16,715 | Added |
| 20 | Apollon Financial, LLC | $658,669 | 15,960 | Added |
| 21 | Prosperity Financial Group, Inc. | $562,179 | 13,621 | Added |
| 22 | R. W. Roge & Company, Inc. | $506,000 | 12,268 | Added |
| 23 | Private Advisor Group, LLC | $475,266 | 11,516 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $422,000 | 10,224 | Added |
| 25 | Ashton Thomas Private Wealth, LLC | $351,811 | 8,525 | Added |