| 1 | Merit Financial Group, LLC | $19.5M | 1.1M | Added |
| 2 | Second Half Financial Partners, LLC | $16.0M | 865,716 | Hold |
| 3 | Foguth Wealth Management, LLC. | $6.9M | 360,403 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $5.6M | 303,890 | Added |
| 5 | Beaumont Financial Advisors, LLC | $4.8M | 257,841 | Added |
| 6 | Sherry Group, Inc. | $2.3M | 121,807 | Added |
| 7 | Brookwood Investment Group LLC | $1.8M | 96,166 | Added |
| 8 | Kestra Advisory Services, LLC | $1.8M | 95,887 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 89,283 | Added |
| 10 | Formidable Asset Management, LLC | $1.6M | 86,047 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 70,514 | New |
| 12 | D.A. DAVIDSON & CO. | $1.2M | 62,886 | Added |
| 13 | PFG Investments, LLC | $750,481 | 40,699 | Added |
| 14 | Onyx Bridge Wealth Group LLC | $749,936 | 40,669 | Added |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $685,968 | 37,200 | Added |
| 16 | TRUIST FINANCIAL CORP | $606,215 | 32,875 | New |
| 17 | HUB Investment Partners, LLC | $505,256 | 27,400 | New |
| 18 | RFG Advisory, LLC | $413,414 | 22,419 | Added |
| 19 | INTEGRITY ALLIANCE, LLC. | $398,193 | 21,594 | Added |
| 20 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $313,388 | 16,995 | New |
| 21 | Redhawk Wealth Advisors, Inc. | $207,782 | 11,268 | Trimmed |
| 22 | Castle Rock Wealth Management, LLC | $207,594 | 11,143 | New |
| 23 | Significant Wealth Partners LLC | $194,229 | 10,533 | Trimmed |
| 24 | SRH ADVISORS, LLC | $108,786 | 5,899 | Added |
| 25 | Farther Finance Advisors, LLC | $63,876 | 3,464 | Hold |