| 1 | Concurrent Investment Advisors, LLC | $34.3M | 409,072 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 76,173 | Added |
| 3 | Kestra Advisory Services, LLC | $4.9M | 58,299 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $3.7M | 44,661 | Trimmed |
| 5 | SFI Advisors, LLC | $3.2M | 38,282 | Trimmed |
| 6 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.8M | 33,462 | Added |
| 7 | Synergy Asset Management, LLC | $2.5M | 29,426 | New |
| 8 | BENJAMIN EDWARDS INC | $2.0M | 23,407 | Trimmed |
| 9 | Impact Partnership Wealth, LLC | $1.5M | 17,373 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 17,171 | Trimmed |
| 11 | CoreCap Advisors, LLC | $1.3M | 16,003 | Trimmed |
| 12 | True Blue Financial, LLC | $1.1M | 12,749 | Trimmed |
| 13 | Belpointe Asset Management LLC | $521,094 | 6,222 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $475,894 | 5,683 | New |
| 15 | J.W. COLE ADVISORS, INC. | $460,086 | 5,494 | New |
| 16 | Meridian Financial Advisors, LLC | $457,453 | 5,463 | Trimmed |
| 17 | Private Advisor Group, LLC | $446,781 | 5,335 | New |
| 18 | Accel Wealth Management | $391,939 | 4,680 | Trimmed |
| 19 | Prospera Financial Services Inc | $391,850 | 4,678 | Added |
| 20 | Farther Finance Advisors, LLC | $351,708 | 4,200 | New |
| 21 | Dynamic Advisor Solutions LLC | $339,959 | 4,060 | Trimmed |
| 22 | Clear Point Advisors Inc. | $288,812 | 3,449 | New |
| 23 | National Wealth Management Group, LLC | $249,004 | 2,974 | New |
| 24 | Aurora Private Wealth, Inc. | $248,000 | 2,958 | New |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $236,147 | 2,820 | New |