| 1 | Strive Financial Group ,LLC | $11.0M | 345,021 | Added |
| 2 | GeoWealth Management, LLC | $9.0M | 283,850 | Added |
| 3 | Prosperity Financial Group, Inc. | $4.2M | 130,667 | Added |
| 4 | Strategic Blueprint, LLC | $3.0M | 94,465 | Added |
| 5 | CoreCap Advisors, LLC | $1.6M | 50,079 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 44,215 | Trimmed |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 41,966 | Trimmed |
| 8 | Koshinski Asset Management, Inc. | $1.1M | 34,075 | Added |
| 9 | TRUIST FINANCIAL CORP | $1.0M | 32,485 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $764,000 | 24,066 | Added |
| 11 | Hardworking Capital Advisors, LLC | $744,955 | 23,441 | Added |
| 12 | TRUE Private Wealth Advisors | $696,668 | 21,922 | Added |
| 13 | GK Wealth Management LLC | $695,213 | 21,875 | New |
| 14 | Navigation Wealth Management, Inc. | $657,147 | 20,678 | Added |
| 15 | Alteri Wealth LLC | $548,936 | 17,273 | Added |
| 16 | Revisor Wealth Management LLC | $515,149 | 16,209 | Added |
| 17 | Farther Finance Advisors, LLC | $393,024 | 12,367 | New |
| 18 | Paragon Private Wealth Management, LLC | $311,976 | 9,817 | Added |
| 19 | VICTORY FINANCIAL GROUP, LLC | $295,586 | 9,301 | Trimmed |
| 20 | Ignite Planners, LLC | $280,331 | 8,821 | New |
| 21 | Concurrent Investment Advisors, LLC | $265,141 | 8,343 | Added |
| 22 | Rossby Financial, LCC | $76,463 | 2,406 | Trimmed |
| 23 | Cornerstone Planning Group LLC | $7,590 | 236 | Hold |
| 24 | VALLEY WEALTH MANAGERS, INC. | $1,367 | 43 | New |
| 25 | IFP Advisors, Inc | $763 | 24 | Hold |