| 1 | Integrity Advisory Solutions, LLC | $73.4M | 1.3M | Added |
| 2 | INTEGRITY ALLIANCE, LLC. | $49.5M | 905,653 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 819,826 | Added |
| 4 | Tencap Wealth Coaching, LLC | $25.1M | 458,254 | Added |
| 5 | Wealth Advisors Northwest LLC | $20.9M | 382,291 | Added |
| 6 | DiNuzzo Private Wealth, Inc. | $17.6M | 322,435 | Trimmed |
| 7 | AA Financial Advisors, LLC | $17.6M | 321,150 | Added |
| 8 | RFG Advisory, LLC | $15.6M | 285,441 | Added |
| 9 | Mattern Wealth Management LLC | $15.0M | 275,196 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 232,728 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $10.4M | 189,811 | Added |
| 12 | Outbound Financial Inc | $9.6M | 174,986 | Added |
| 13 | Apella Capital, LLC | $8.9M | 164,065 | Added |
| 14 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $8.1M | 148,321 | Added |
| 15 | SageOak Financial, LLC | $7.6M | 139,121 | Added |
| 16 | APS Management Group, Inc. | $7.6M | 139,112 | Added |
| 17 | Dynamic Advisor Solutions LLC | $7.5M | 137,493 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $6.6M | 120,053 | Added |
| 19 | CITIGROUP INC | $6.3M | 116,007 | Added |
| 20 | Optimus Capital Advisors, LLC | $6.1M | 111,763 | Added |
| 21 | CSP Financial Group, LLC | $5.6M | 102,127 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $5.0M | 91,892 | Added |
| 23 | Farther Finance Advisors, LLC | $4.8M | 87,069 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $4.3M | 77,808 | Added |
| 25 | Venture Visionary Partners LLC | $3.7M | 68,096 | New |