| 1 | Provenance Wealth Advisors, LLC | $73.0M | 1.4M | Added |
| 2 | Allegheny Financial Group | $35.4M | 702,054 | Added |
| 3 | ASSETMARK, INC | $31.2M | 619,515 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 562,838 | Added |
| 5 | Sterling Investment Advisors, Ltd. | $22.8M | 452,085 | Added |
| 6 | ARQ WEALTH ADVISORS, LLC | $19.3M | 386,223 | New |
| 7 | WealthPlan Investment Management, LLC | $13.1M | 260,215 | Added |
| 8 | Evolution Wealth Advisors, LLC | $11.3M | 223,817 | Trimmed |
| 9 | DAYMARK WEALTH PARTNERS, LLC | $9.5M | 188,632 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,466 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $5.7M | 112,135 | Added |
| 12 | WealthPLAN Partners, LLC | $3.2M | 62,682 | Added |
| 13 | Private Advisor Group, LLC | $1.5M | 30,727 | Added |
| 14 | CHOREO, LLC | $1.4M | 27,957 | Hold |
| 15 | RAFFA WEALTH MANAGEMENT, LLC | $1.4M | 27,436 | Hold |
| 16 | Bluesphere Advisors, LLC | $1.3M | 26,166 | Added |
| 17 | Klingman & Associates, LLC | $1.3M | 25,367 | Trimmed |
| 18 | ARWA LLC | $1.2M | 24,210 | Added |
| 19 | Cedar Mountain Advisors, LLC | $1.0M | 20,383 | New |
| 20 | Krilogy Financial LLC | $889,560 | 17,650 | New |
| 21 | Certified Advisory Corp | $883,734 | 17,534 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $580,000 | 11,512 | Added |
| 23 | Patton Albertson Miller Group, LLC | $555,408 | 11,020 | Trimmed |
| 24 | Balefire, LLC | $481,320 | 9,550 | Trimmed |
| 25 | HARBOUR INVESTMENT MANAGEMENT LLC | $469,965 | 9,325 | Added |