| 1 | Family Investment Center, Inc. | $43.4M | 1.2M | Added |
| 2 | Reliant Wealth Planning | $16.5M | 456,074 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 212,771 | Added |
| 4 | TRUIST FINANCIAL CORP | $7.7M | 212,049 | Added |
| 5 | Orion Porfolio Solutions, LLC | $7.1M | 196,469 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $6.2M | 169,808 | Added |
| 7 | Smart Money Group LLC | $5.5M | 152,706 | Added |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | $5.5M | 151,069 | Added |
| 9 | Private Wealth Asset Management, LLC | $5.3M | 146,722 | Added |
| 10 | Harbour Wealth Management Group, Inc. | $4.0M | 109,093 | Added |
| 11 | Pinnacle Financial Partners, Inc. | $3.4M | 94,157 | New |
| 12 | Farther Finance Advisors, LLC | $3.3M | 90,732 | New |
| 13 | Berger Financial Group, Inc | $3.0M | 83,309 | Trimmed |
| 14 | Tidal Investments LLC | $2.9M | 80,967 | Trimmed |
| 15 | 3EDGE Asset Management, LP | $2.8M | 76,733 | Added |
| 16 | Sanctuary Advisors, LLC | $2.7M | 75,180 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 60,791 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $1.8M | 48,419 | Added |
| 19 | Kingsview Wealth Management, LLC | $1.4M | 39,360 | Trimmed |
| 20 | Focus Financial Network, Inc. | $812,702 | 22,438 | Added |
| 21 | CITADEL ADVISORS LLC | $762,286 | 21,046 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $745,979 | 20,596 | Trimmed |
| 23 | Capital Advisors, Ltd. LLC | $733,000 | 20,240 | Added |
| 24 | BlackDiamond Wealth Management, LLC | $525,734 | 14,515 | Added |
| 25 | Encompass More Asset Management | $442,971 | 12,230 | Added |