| 1 | Resonant Capital Advisors, LLC | $25.3M | 172,713 | Added |
| 2 | RVW Wealth, LLC | $18.8M | 128,463 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 95,551 | Added |
| 4 | EverSource Wealth Advisors, LLC | $7.0M | 47,603 | Trimmed |
| 5 | Ipsen Advisor Group LLC | $6.6M | 45,186 | Trimmed |
| 6 | NWAM LLC | $5.8M | 39,343 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 39,065 | Added |
| 8 | Private Advisor Group, LLC | $5.2M | 35,265 | Trimmed |
| 9 | Marshall & Sterling Wealth Advisors Inc. | $5.1M | 34,972 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.6M | 31,632 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 30,677 | Added |
| 12 | GHP Investment Advisors, Inc. | $3.5M | 24,075 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $2.8M | 19,286 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $2.4M | 16,241 | Added |
| 15 | Patriot Financial Group Insurance Agency, LLC | $2.2M | 15,175 | Trimmed |
| 16 | Klingman & Associates, LLC | $1.9M | 12,934 | Trimmed |
| 17 | J. Derek Lewis & Associates Inc. | $1.6M | 10,968 | Trimmed |
| 18 | Prism Advisors, Inc. | $1.1M | 7,263 | Trimmed |
| 19 | Marshall Financial Group, LLC | $1.0M | 7,034 | Added |
| 20 | Keystone Financial Services, LLC | $910,185 | 6,223 | Added |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $831,073 | 5,682 | Added |
| 22 | Claro Advisors LLC | $819,805 | 5,605 | Trimmed |
| 23 | J.W. COLE ADVISORS, INC. | $747,348 | 5,110 | Added |
| 24 | Anson Capital, Inc. | $610,923 | 4,177 | Trimmed |
| 25 | Investors Research Corp | $599,463 | 4,099 | Trimmed |