| 1 | SUMMIT WEALTH GROUP LLC / CO | $149.0M | 2.7M | Added |
| 2 | Merit Financial Group, LLC | $36.7M | 652,788 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $14.8M | 263,267 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $13.9M | 247,867 | Trimmed |
| 5 | K2 Financial Inc. | $5.4M | 98,882 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 83,333 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.3M | 59,588 | Added |
| 8 | Meriwether Wealth & Planning, LLC | $3.1M | 55,153 | Added |
| 9 | Diversified Enterprises, LLC | $2.3M | 41,413 | Trimmed |
| 10 | PETRA FINANCIAL ADVISORS INC | $2.2M | 38,729 | New |
| 11 | United Advisor Group, LLC | $2.0M | 36,093 | Trimmed |
| 12 | Apella Capital, LLC | $1.5M | 27,813 | Trimmed |
| 13 | Independent Wealth Network Inc. | $1.3M | 22,474 | Added |
| 14 | Stewardship Advisors, LLC | $1.2M | 20,915 | Trimmed |
| 15 | Lynx Investment Advisory | $991,890 | 17,665 | Trimmed |
| 16 | Cassady Wealth & Retirement Planning, LLC | $963,871 | 17,166 | Trimmed |
| 17 | PRINCIPAL SECURITIES, INC. | $852,750 | 15,187 | Added |
| 18 | Concurrent Investment Advisors, LLC | $544,711 | 9,701 | Trimmed |
| 19 | LexAurum Advisors, LLC | $423,315 | 7,539 | Trimmed |
| 20 | Foundry Financial Group, Inc. | $240,603 | 4,285 | New |
| 21 | PARK AVENUE SECURITIES LLC | $220,000 | 3,926 | New |
| 22 | Rossby Financial, LCC | $216,964 | 3,864 | Added |
| 23 | AdvisorNet Financial, Inc | $154,413 | 2,750 | Added |
| 24 | ASSETMARK, INC | $82,035 | 1,461 | Trimmed |
| 25 | Whipplewood Advisors, LLC | $80,519 | 1,434 | Trimmed |