| 1 | KELLY FINANCIAL GROUP LLC | $31.3M | 490,232 | Added |
| 2 | BURKETT FINANCIAL SERVICES, LLC | $22.2M | 347,312 | Added |
| 3 | DAYMARK WEALTH PARTNERS, LLC | $16.2M | 253,314 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 210,936 | Added |
| 5 | Wagner Wealth Management, LLC | $12.3M | 191,766 | Added |
| 6 | Advantage Trust Co | $11.9M | 185,951 | Added |
| 7 | WJ Wealth Management, LLC | $7.8M | 121,850 | Added |
| 8 | 5T Wealth, LLC | $3.4M | 53,074 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 40,564 | Added |
| 10 | Kestra Advisory Services, LLC | $1.9M | 29,925 | Added |
| 11 | Fortitude Financial, LLC | $1.7M | 25,888 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 22,790 | Added |
| 13 | First Bank & Trust | $1.4M | 21,427 | Added |
| 14 | Formidable Asset Management, LLC | $1.4M | 26,002 | New |
| 15 | Nautilus Advisors LLC | $1.3M | 20,559 | Added |
| 16 | UNIQUE WEALTH, LLC | $1.2M | 19,375 | Added |
| 17 | Farther Finance Advisors, LLC | $1.2M | 18,097 | Added |
| 18 | MassMutual Private Wealth & Trust, FSB | $859,250 | 13,451 | Trimmed |
| 19 | Saxony Capital Management, LLC | $775,567 | 12,141 | Trimmed |
| 20 | 3Chopt Investment Partners, LLC | $746,885 | 11,692 | Trimmed |
| 21 | FSA WEALTH PARTNERS, INC. | $671,890 | 10,518 | New |
| 22 | Elevation Wealth Management LLC | $643,450 | 10,073 | Trimmed |
| 23 | Miracle Mile Advisors, LLC | $527,713 | 8,261 | Trimmed |
| 24 | Ascent Group, LLC | $520,623 | 8,150 | Trimmed |
| 25 | BENJAMIN EDWARDS INC | $519,473 | 8,133 | New |