| 1 | GUARDIAN WEALTH ADVISORS, LLC / NC | $40.3M | 2.1M | Added |
| 2 | Aptus Capital Advisors, LLC | $40.3M | 2.1M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $27.3M | 1.4M | Added |
| 4 | Rise Advisors, LLC | $18.2M | 936,647 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.2M | 470,162 | Added |
| 6 | Cetera Investment Advisers | $9.2M | 469,083 | Added |
| 7 | LexAurum Advisors, LLC | $6.0M | 307,144 | Added |
| 8 | Steward Partners Investment Advisory, LLC | $5.1M | 261,384 | New |
| 9 | LPL Financial LLC | $4.4M | 224,565 | New |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $4.3M | 217,958 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 215,296 | Added |
| 12 | Delta Investment Management, LLC | $3.6M | 186,183 | Added |
| 13 | Prosperity Financial Group, Inc. | $3.5M | 181,250 | Added |
| 14 | Sulzberger Capital Advisors, Inc. | $3.5M | 179,981 | Trimmed |
| 15 | IFP Advisors, Inc | $3.3M | 171,027 | Added |
| 16 | TRUIST FINANCIAL CORP | $3.1M | 157,511 | New |
| 17 | SageGuard Financial Group, LLC | $3.1M | 157,172 | Added |
| 18 | Insight Advisors, LLC/ PA | $2.7M | 135,888 | Added |
| 19 | Independent Wealth Network Inc. | $2.3M | 115,504 | Added |
| 20 | JANE STREET GROUP, LLC | $2.0M | 104,544 | Trimmed |
| 21 | Balboa Wealth Partners | $1.9M | 98,795 | New |
| 22 | Advisory Services Network, LLC | $1.8M | 89,727 | Added |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 84,808 | Added |
| 24 | OneDigital Investment Advisors LLC | $1.2M | 58,964 | Trimmed |
| 25 | Capital Investment Advisory Services, LLC | $1.1M | 55,878 | Added |