| 1 | Family Investment Center, Inc. | $48.6M | 1.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $9.6M | 264,826 | Added |
| 3 | TRUIST FINANCIAL CORP | $9.0M | 247,629 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 244,321 | Added |
| 5 | Farther Finance Advisors, LLC | $7.2M | 198,141 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.2M | 169,170 | Added |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $5.9M | 162,869 | Added |
| 8 | Smart Money Group LLC | $5.5M | 152,655 | Trimmed |
| 9 | J.W. COLE ADVISORS, INC. | $4.5M | 123,672 | New |
| 10 | Nvest Financial, LLC | $4.2M | 115,696 | New |
| 11 | Berger Financial Group, Inc | $3.2M | 87,124 | Added |
| 12 | 3EDGE Asset Management, LP | $2.8M | 77,769 | Added |
| 13 | Focus Financial Network, Inc. | $2.3M | 62,358 | Added |
| 14 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.0M | 27,930 | New |
| 15 | Kestra Advisory Services, LLC | $775,715 | 21,429 | Added |
| 16 | Capital Advisors, Ltd. LLC | $728,000 | 20,115 | Trimmed |
| 17 | Savvy Advisors, Inc. | $649,189 | 17,933 | Added |
| 18 | Encompass More Asset Management | $517,624 | 14,299 | Added |
| 19 | Weaver Consulting Group | $400,010 | 11,050 | New |
| 20 | AE Wealth Management LLC | $305,811 | 8,448 | Added |
| 21 | Atria Investments, Inc | $288,043 | 7,957 | Trimmed |
| 22 | Onyx Bridge Wealth Group LLC | $253,979 | 7,016 | Hold |
| 23 | Worth Asset Management, LLC | $233,743 | 6,457 | New |
| 24 | QUANTIFY CHAOS ADVISORS, LLC | $231,195 | 6,387 | Added |
| 25 | Wealth Enhancement Trust Services, Inc. | $57,449 | 1,587 | Trimmed |