| 1 | MISSION WEALTH MANAGEMENT, LP | $121.4M | 2.2M | Added |
| 2 | Cornerstone Advisory, LLC | $95.3M | 1.7M | Added |
| 3 | CAPITAL ADVISORS INC/OK | $88.1M | 1.6M | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $54.1M | 974,103 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $39.0M | 701,978 | Trimmed |
| 6 | CHILDRESS CAPITAL ADVISORS, LLC | $19.9M | 358,168 | Added |
| 7 | Hilton Capital Management, LLC | $15.8M | 284,593 | Added |
| 8 | Kestra Advisory Services, LLC | $13.7M | 247,265 | Added |
| 9 | MGO ONE SEVEN LLC | $12.6M | 226,712 | Added |
| 10 | Mason & Associates Inc | $12.5M | 224,343 | Trimmed |
| 11 | JMAC ENTERPRISES LLC | $12.3M | 220,480 | Added |
| 12 | TRUIST FINANCIAL CORP | $12.0M | 216,301 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 214,103 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $8.7M | 157,174 | Added |
| 15 | Richmond Investment Services, LLC | $8.3M | 148,647 | Trimmed |
| 16 | Private Advisor Group, LLC | $8.1M | 146,200 | Added |
| 17 | Elmwood Wealth Management, Inc. | $7.3M | 132,082 | Added |
| 18 | Bridgewealth Advisory Group, LLC | $7.3M | 130,861 | Added |
| 19 | AlphaStar Capital Management, LLC | $7.0M | 126,337 | New |
| 20 | Cedarwood Wealth LLC | $6.1M | 110,397 | Added |
| 21 | Boyce & Associates Wealth Consulting, Inc. | $6.1M | 110,235 | Added |
| 22 | Lifestyle Asset Management, Inc. | $6.0M | 107,780 | Added |
| 23 | KENNEDY INVESTMENT GROUP | $5.8M | 105,157 | Added |
| 24 | Prota Financial, LLC | $5.7M | 104,206 | Added |
| 25 | CHOREO, LLC | $5.6M | 100,455 | Added |