| 1 | Avidian Wealth Enterprises, LLC | $71.4M | 1.2M | Added |
| 2 | Mainsail Financial Group, LLC | $24.3M | 413,727 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 167,236 | Trimmed |
| 4 | COLUMBIA ADVISORY PARTNERS LLC | $9.7M | 165,339 | Added |
| 5 | Apeiron RIA LLC | $9.6M | 164,391 | Trimmed |
| 6 | Atria Investments, Inc | $9.3M | 159,427 | Trimmed |
| 7 | Planned Solutions, Inc. | $8.4M | 143,018 | Trimmed |
| 8 | Kathmere Capital Management, LLC | $7.7M | 130,843 | Trimmed |
| 9 | Ashton Thomas Private Wealth, LLC | $5.1M | 86,921 | Added |
| 10 | Oxinas Partners Wealth Management LLC | $5.1M | 86,756 | Trimmed |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $3.3M | 55,472 | Trimmed |
| 12 | Confluence Wealth Services, Inc. | $3.1M | 53,182 | Added |
| 13 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 49,707 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 41,413 | Added |
| 15 | Fifth Third Securities, Inc. | $2.3M | 39,078 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.2M | 37,862 | Added |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $1.9M | 32,152 | Trimmed |
| 18 | 5T Wealth, LLC | $1.6M | 28,011 | Trimmed |
| 19 | Barnes Wealth Management Group, Inc | $1.3M | 22,791 | Trimmed |
| 20 | Private Advisor Group, LLC | $1.3M | 22,525 | Trimmed |
| 21 | Envestnet Portfolio Solutions, Inc. | $1.3M | 21,347 | Trimmed |
| 22 | FIRST CITIZENS BANK & TRUST CO | $1.3M | 21,346 | Trimmed |
| 23 | Gateway Wealth Partners, LLC | $1.2M | 21,155 | Trimmed |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $1.2M | 20,799 | Trimmed |
| 25 | HUB Investment Partners, LLC | $1.2M | 20,428 | Trimmed |