| 1 | Allegheny Financial Group | $61.2M | 622,184 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $52.1M | 529,891 | Trimmed |
| 3 | VICTORY FINANCIAL GROUP, LLC | $42.4M | 430,919 | Trimmed |
| 4 | Cornerstone Planning Group LLC | $37.3M | 390,783 | Added |
| 5 | Avior Wealth Management, LLC | $30.5M | 310,631 | Trimmed |
| 6 | Orgel Wealth Management, LLC | $27.9M | 284,164 | Trimmed |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $25.9M | 263,644 | Added |
| 8 | CAPITAL WEALTH MANAGEMENT, LLC | $23.9M | 243,505 | Added |
| 9 | BEAM WEALTH ADVISORS, INC. | $23.6M | 239,990 | Trimmed |
| 10 | Rodgers & Associates, LTD | $23.3M | 236,684 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $22.6M | 229,523 | Added |
| 12 | Matrix Trust Co | $20.2M | 205,307 | Added |
| 13 | Steele Capital Management, Inc. | $20.2M | 205,307 | Added |
| 14 | Rockport Wealth LLC | $19.1M | 194,329 | Trimmed |
| 15 | Bedel Financial Consulting, Inc. | $16.5M | 167,366 | Added |
| 16 | Eagle Strategies LLC | $15.7M | 159,643 | Trimmed |
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $14.3M | 145,713 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 144,107 | Trimmed |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.1M | 142,953 | Trimmed |
| 20 | Scott Capital Advisors, LLC | $11.1M | 113,384 | Trimmed |
| 21 | Certified Advisory Corp | $10.9M | 111,060 | Added |
| 22 | OxenFree Capital LLC | $10.8M | 111,446 | Added |
| 23 | PFS Partners, LLC | $10.2M | 103,991 | Added |
| 24 | TRUIST FINANCIAL CORP | $9.7M | 98,428 | Trimmed |
| 25 | Private Advisor Group, LLC | $8.2M | 83,528 | Added |