| 1 | AE Wealth Management LLC | $37.0M | 858,817 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 514,026 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 194,202 | Added |
| 4 | Kestra Advisory Services, LLC | $7.7M | 178,201 | Trimmed |
| 5 | Atria Investments, Inc | $7.6M | 177,069 | New |
| 6 | POM Investment Strategies, LLC | $7.2M | 167,477 | New |
| 7 | MILESTONE ASSET MANAGEMENT, LLC | $6.4M | 149,502 | Added |
| 8 | FSR Wealth Management Ltd. | $5.1M | 118,782 | New |
| 9 | BAM Wealth Management, LLC | $4.3M | 100,561 | New |
| 10 | Outlook Wealth Advisors, LLC | $3.9M | 89,510 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.5M | 80,914 | Added |
| 12 | TopTier Wealth Management, LLC | $2.6M | 59,680 | Trimmed |
| 13 | Networth Advisors, LLC | $2.2M | 50,456 | New |
| 14 | CITY HOLDING CO | $2.1M | 49,184 | Trimmed |
| 15 | Archer Investment Corp | $2.1M | 47,673 | Added |
| 16 | Kovack Advisors, Inc. | $1.8M | 42,620 | Added |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 40,177 | Added |
| 18 | Brookstone Capital Management | $1.7M | 38,752 | Added |
| 19 | Sowell Financial Services LLC | $1.4M | 32,000 | New |
| 20 | Chris Bulman Inc | $1.3M | 29,910 | Added |
| 21 | Clear Creek Financial Management, LLC | $1.2M | 27,524 | Added |
| 22 | TRUIST FINANCIAL CORP | $1.1M | 25,981 | Added |
| 23 | Savvy Advisors, Inc. | $1.1M | 25,259 | Trimmed |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 24,272 | Added |
| 25 | VestGen Investment Management | $994,784 | 23,113 | New |