| 1 | MANCHESTER FINANCIAL INC | $35.6M | 1.9M | Trimmed |
| 2 | Prospera Financial Services Inc | $10.9M | 587,578 | Added |
| 3 | Warner Group LLC | $7.4M | 399,427 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 390,954 | Added |
| 5 | Owen LaRue, LLC | $4.7M | 255,152 | Added |
| 6 | Atria Investments, Inc | $4.1M | 223,175 | Added |
| 7 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $4.0M | 215,059 | Added |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $4.0M | 214,083 | Added |
| 9 | Next Level Private LLC | $3.5M | 190,195 | Added |
| 10 | Hobart Private Capital, LLC | $3.3M | 178,103 | Added |
| 11 | Murphy, Middleton, Hinkle & Parker, Inc. | $3.1M | 169,415 | Added |
| 12 | IFP Advisors, Inc | $3.1M | 165,816 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $2.8M | 152,671 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.7M | 144,128 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 137,347 | Added |
| 16 | Ignite Planners, LLC | $2.3M | 123,190 | Trimmed |
| 17 | TCFG Investment Advisors, LLC | $1.9M | 102,067 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 85,067 | Added |
| 19 | Concurrent Investment Advisors, LLC | $1.5M | 82,864 | Added |
| 20 | Kestra Advisory Services, LLC | $1.5M | 80,106 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $1.5M | 79,917 | Added |
| 22 | Wisconsin Wealth Advisors, LLC | $1.0M | 54,839 | Trimmed |
| 23 | J2 Capital Management Inc | $1.0M | 54,462 | New |
| 24 | BlueChip Wealth Advisors LLC | $999,511 | 53,882 | Trimmed |
| 25 | Gateway Wealth Partners, LLC | $911,697 | 49,148 | Trimmed |