| 1 | Sunburst Financial Group, LLC | $23.3M | 241,685 | Added |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $20.6M | 213,786 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $19.6M | 202,924 | Added |
| 4 | Steele Capital Management, Inc. | $18.7M | 193,311 | Added |
| 5 | Matrix Trust Co | $18.5M | 191,562 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 183,052 | Added |
| 7 | Northwest Wealth Advisors, LLC | $15.8M | 163,319 | Added |
| 8 | Fortitude Financial, LLC | $14.5M | 149,902 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $11.4M | 117,549 | Added |
| 10 | Farther Finance Advisors, LLC | $8.3M | 86,445 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $7.9M | 81,961 | Added |
| 12 | Carnegie Investment Counsel | $6.6M | 68,570 | Added |
| 13 | YARGER WEALTH STRATEGIES, LLC | $6.3M | 64,819 | Trimmed |
| 14 | Bedel Financial Consulting, Inc. | $6.2M | 63,707 | Added |
| 15 | Gladstone Institutional Advisory LLC | $5.8M | 60,135 | Trimmed |
| 16 | Goldstein Advisors, LLC | $3.7M | 38,426 | Added |
| 17 | United Advisor Group, LLC | $3.1M | 32,306 | Added |
| 18 | Sowell Financial Services LLC | $2.9M | 30,300 | Trimmed |
| 19 | Merit Financial Group, LLC | $2.8M | 29,159 | Added |
| 20 | TRUIST FINANCIAL CORP | $2.6M | 26,829 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 22,412 | Trimmed |
| 22 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.7M | 17,198 | Hold |
| 23 | J.W. COLE ADVISORS, INC. | $1.3M | 13,515 | New |
| 24 | Rede Wealth, LLC | $1.2M | 12,051 | Trimmed |
| 25 | Apella Capital, LLC | $1.1M | 11,532 | Hold |