| 1 | Amplius Wealth Advisors, LLC | $41.3M | 816,573 | Added |
| 2 | Providence Financial Advisors, LLC | $33.7M | 665,670 | Trimmed |
| 3 | SPINNAKER TRUST | $30.8M | 608,555 | Added |
| 4 | Avestar Capital, LLC | $20.7M | 408,736 | Added |
| 5 | Alpha Omega Wealth Management LLC | $16.3M | 322,583 | Added |
| 6 | Andrews Advisory Associates, LLC | $16.0M | 316,226 | Added |
| 7 | WINCAP FINANCIAL LLC | $14.6M | 288,174 | Added |
| 8 | Cassia Capital Partners, LLC | $9.5M | 187,391 | Trimmed |
| 9 | Mainstream Capital Management LLC | $9.5M | 187,377 | Added |
| 10 | SAGE RHINO CAPITAL LLC | $8.9M | 175,621 | Added |
| 11 | STEEL GROVE CAPITAL ADVISORS, LLC | $7.2M | 142,452 | Trimmed |
| 12 | ADELL HARRIMAN & CARPENTER INC | $6.5M | 128,768 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 94,092 | Added |
| 14 | Fifth Third Securities, Inc. | $4.6M | 90,977 | Added |
| 15 | Redhawk Wealth Advisors, Inc. | $4.4M | 87,691 | Trimmed |
| 16 | Private Advisor Group, LLC | $4.2M | 83,123 | Added |
| 17 | ARQ WEALTH ADVISORS, LLC | $4.1M | 81,581 | New |
| 18 | Ignite Planners, LLC | $3.9M | 77,305 | Trimmed |
| 19 | G&S Capital LLC | $3.8M | 75,562 | Added |
| 20 | Berger Financial Group, Inc | $3.3M | 66,172 | Trimmed |
| 21 | Wagner Wealth Management, LLC | $3.1M | 60,311 | Added |
| 22 | Jeter Robert S II | $2.7M | 54,271 | Trimmed |
| 23 | Barnes Wealth Management Group, Inc | $2.4M | 47,801 | Trimmed |
| 24 | Signature Equity Partners, LLC | $2.2M | 42,554 | Added |
| 25 | MGO ONE SEVEN LLC | $2.1M | 41,708 | Added |