| 1 | LPL Financial LLC | $105.1M | 2.8M | Added |
| 2 | Wagner Wealth Management, LLC | $24.6M | 660,984 | Added |
| 3 | Arkadios Wealth Advisors | $24.4M | 656,146 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $22.0M | 590,611 | Added |
| 5 | ASSETMARK, INC | $16.7M | 449,535 | Added |
| 6 | Bank of New York Mellon Corp | $11.6M | 313,132 | Trimmed |
| 7 | ALLIANCEBERNSTEIN L.P. | $11.1M | 295,886 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 266,505 | Added |
| 9 | Anderson Financial Strategies, LLC | $9.1M | 243,655 | Added |
| 10 | IHT Wealth Management, LLC | $5.6M | 151,731 | Added |
| 11 | Advisory Resource Group | $4.9M | 130,928 | Added |
| 12 | Stratos Wealth Partners, LTD. | $4.8M | 129,763 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 116,972 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $3.3M | 88,273 | Added |
| 15 | Western Wealth Management, LLC | $2.6M | 69,115 | Added |
| 16 | UBS Group AG | $1.9M | 51,061 | Added |
| 17 | Fjell Capital, LLC | $1.8M | 49,436 | Added |
| 18 | SageGuard Financial Group, LLC | $1.4M | 38,776 | New |
| 19 | TRUIST FINANCIAL CORP | $1.3M | 33,715 | Added |
| 20 | Kingsview Wealth Management, LLC | $1.2M | 31,688 | Added |
| 21 | Kestra Advisory Services, LLC | $1.2M | 31,130 | Added |
| 22 | VICTORY FINANCIAL GROUP, LLC | $953,939 | 25,650 | Trimmed |
| 23 | Independent Advisor Alliance | $952,366 | 25,608 | New |
| 24 | Platform Technology Partners | $908,886 | 24,439 | Trimmed |
| 25 | BETO FINANCIAL GROUP, LLC | $740,565 | 19,841 | Added |