| 1 | Summit Investment Advisory Services, LLC | $31.9M | 1.1M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.2M | 625,441 | Trimmed |
| 3 | Next Level Private LLC | $12.7M | 439,360 | Added |
| 4 | Sowell Financial Services LLC | $12.3M | 425,647 | Added |
| 5 | Base Wealth Management LLC | $10.3M | 356,455 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 285,802 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.6M | 264,776 | Added |
| 8 | D.A. DAVIDSON & CO. | $4.8M | 165,320 | Added |
| 9 | Intrua Financial, LLC | $4.6M | 160,362 | Added |
| 10 | DAVENPORT & Co LLC | $4.6M | 157,925 | Added |
| 11 | Kestra Advisory Services, LLC | $4.0M | 138,194 | Added |
| 12 | KENNEDY INVESTMENT GROUP | $3.5M | 120,396 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 111,839 | Added |
| 14 | RICHARDS, MERRILL & PETERSON, INC. | $3.2M | 110,145 | Added |
| 15 | Private Advisor Group, LLC | $2.9M | 99,935 | Added |
| 16 | LVZ, Inc. | $2.8M | 95,599 | Added |
| 17 | Pinnacle Financial Group, LLC / IL | $2.5M | 87,828 | Added |
| 18 | BENJAMIN EDWARDS INC | $2.5M | 86,837 | Added |
| 19 | Gateway Wealth Partners, LLC | $2.0M | 69,694 | Trimmed |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 63,623 | Added |
| 21 | Brookstone Capital Management | $1.8M | 62,293 | Added |
| 22 | HBW ADVISORY SERVICES LLC | $1.5M | 51,684 | Added |
| 23 | Secure Asset Management, LLC | $1.2M | 41,563 | Added |
| 24 | TRUIST FINANCIAL CORP | $1.2M | 40,920 | Added |
| 25 | Envestnet Portfolio Solutions, Inc. | $1.1M | 38,152 | New |