| 1 | 1900 WEALTH MANAGEMENT LLC | $149.8M | 2.9M | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $86.3M | 1.7M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $61.0M | 1.2M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $58.0M | 1.1M | Added |
| 5 | NORDEN GROUP LLC | $56.3M | 1.1M | Trimmed |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $51.4M | 1.0M | Trimmed |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $37.0M | 721,948 | New |
| 8 | Insight Wealth Strategies, LLC | $33.6M | 655,982 | Added |
| 9 | Main Street Group, LTD | $30.6M | 597,202 | Added |
| 10 | Cooper Capital Advisors LLC | $26.3M | 512,528 | Added |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $25.7M | 502,060 | Added |
| 12 | BASSO CAPITAL MANAGEMENT, L.P. | $25.3M | 493,638 | Added |
| 13 | Blue Trust, Inc. | $23.2M | 451,629 | Added |
| 14 | TRUIST FINANCIAL CORP | $22.1M | 431,092 | Added |
| 15 | Kestra Advisory Services, LLC | $19.9M | 387,572 | Added |
| 16 | WealthPlan Investment Management, LLC | $17.9M | 348,921 | Added |
| 17 | AdvisorNet Financial, Inc | $17.3M | 338,009 | Added |
| 18 | Addison Capital Co | $16.6M | 323,598 | Trimmed |
| 19 | MGO ONE SEVEN LLC | $15.8M | 309,063 | Added |
| 20 | EverSource Wealth Advisors, LLC | $13.9M | 271,017 | Trimmed |
| 21 | Nilsine Partners, LLC | $13.2M | 258,269 | Trimmed |
| 22 | COMMUNITY TRUST & INVESTMENT CO | $13.2M | 257,534 | Added |
| 23 | Apollon Wealth Management, LLC | $13.1M | 255,183 | New |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.2M | 236,899 | Trimmed |
| 25 | Foguth Wealth Management, LLC. | $11.9M | 231,367 | Added |