| 1 | Linscomb Wealth, Inc. | $32.9M | 289,052 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $26.7M | 235,268 | Added |
| 3 | MB, LEVIS & ASSOCIATES, LLC | $18.0M | 158,666 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 123,250 | Added |
| 5 | Stonebridge Wealth Management, LLC | $9.7M | 85,714 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $9.2M | 80,844 | Added |
| 7 | Evanson Financial, LLC | $8.7M | 76,243 | New |
| 8 | 1 NORTH WEALTH SERVICES LLC | $7.4M | 65,441 | Added |
| 9 | Private Advisor Group, LLC | $7.1M | 62,669 | Added |
| 10 | PRECEDENT WEALTH PARTNERS, LLC | $6.3M | 55,000 | Added |
| 11 | FFG RETIREMENT ADVISORS LLC | $5.1M | 44,787 | Added |
| 12 | TRUIST FINANCIAL CORP | $4.7M | 41,267 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 39,769 | Added |
| 14 | D.A. DAVIDSON & CO. | $3.8M | 33,409 | Added |
| 15 | Avidian Wealth Enterprises, LLC | $3.5M | 30,416 | Trimmed |
| 16 | LVM CAPITAL MANAGEMENT LTD/MI | $3.3M | 28,687 | Trimmed |
| 17 | Apella Capital, LLC | $3.0M | 26,102 | Trimmed |
| 18 | INVENIO WEALTH PARTNERS LLC | $2.9M | 25,922 | Trimmed |
| 19 | CENTRAL TRUST Co | $2.4M | 21,299 | Added |
| 20 | Avantax Planning Partners, Inc. | $2.3M | 20,285 | Trimmed |
| 21 | Envestnet Portfolio Solutions, Inc. | $2.0M | 17,220 | Added |
| 22 | Dynamic Advisor Solutions LLC | $2.0M | 17,175 | Added |
| 23 | Virtus Family Office LLC | $1.9M | 16,296 | Added |
| 24 | J.W. COLE ADVISORS, INC. | $1.8M | 16,128 | Added |
| 25 | Barnes Wealth Management Group, Inc | $1.8M | 15,487 | Trimmed |