| 1 | GGM Financials LLC | $31.4M | 529,280 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.6M | 509,531 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $21.3M | 358,676 | Trimmed |
| 4 | AMERICAN NATIONAL BANK & TRUST | $15.2M | 256,482 | Added |
| 5 | Bensler, LLC | $14.1M | 237,081 | Added |
| 6 | MGO ONE SEVEN LLC | $12.6M | 212,534 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 212,391 | Added |
| 8 | TRUIST FINANCIAL CORP | $12.5M | 211,461 | Added |
| 9 | XML Financial, LLC | $9.4M | 159,217 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $8.5M | 143,434 | Added |
| 11 | Significant Wealth Partners LLC | $7.9M | 133,953 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $7.5M | 126,572 | Added |
| 13 | Farther Finance Advisors, LLC | $7.4M | 124,235 | Added |
| 14 | AlphaStar Capital Management, LLC | $6.4M | 108,294 | New |
| 15 | Mason & Associates Inc | $6.3M | 105,390 | Added |
| 16 | Cannon Advisors, Inc. | $6.0M | 104,623 | Added |
| 17 | Z3 Capital Partners, LLC | $5.6M | 94,225 | New |
| 18 | Reyes Financial Architecture, Inc. | $5.5M | 92,456 | New |
| 19 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $5.4M | 91,748 | Trimmed |
| 20 | Private Advisor Group, LLC | $5.4M | 90,673 | Added |
| 21 | MISSION WEALTH MANAGEMENT, LP | $5.3M | 89,977 | New |
| 22 | Kraft, Davis & Associates, LLC | $4.7M | 83,081 | Added |
| 23 | Aurdan Capital Management, LLC | $4.5M | 75,821 | Added |
| 24 | RiverFront Investment Group, LLC | $4.4M | 74,569 | Added |
| 25 | CHILDRESS CAPITAL ADVISORS, LLC | $4.3M | 72,497 | Added |