| 1 | SUMMIT WEALTH GROUP LLC / CO | $64.9M | 1.6M | Added |
| 2 | Merit Financial Group, LLC | $7.8M | 197,588 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 162,828 | Added |
| 4 | TRUIST FINANCIAL CORP | $6.0M | 153,416 | Added |
| 5 | K2 Financial Inc. | $2.7M | 66,846 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 53,163 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.5M | 37,966 | Added |
| 8 | Diversified Enterprises, LLC | $1.1M | 27,470 | Added |
| 9 | PETRA FINANCIAL ADVISORS INC | $967,555 | 24,551 | New |
| 10 | United Advisor Group, LLC | $933,189 | 23,679 | Added |
| 11 | Apella Capital, LLC | $713,488 | 17,620 | Trimmed |
| 12 | Stewardship Advisors, LLC | $534,400 | 13,560 | Added |
| 13 | Lynx Investment Advisory | $464,605 | 11,789 | Added |
| 14 | Cassady Wealth & Retirement Planning, LLC | $453,530 | 11,508 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $376,720 | 9,559 | Added |
| 16 | Concurrent Investment Advisors, LLC | $255,889 | 6,493 | Added |
| 17 | LexAurum Advisors, LLC | $202,173 | 5,130 | New |
| 18 | Rossby Financial, LCC | $105,304 | 2,672 | Added |
| 19 | Whipplewood Advisors, LLC | $82,761 | 2,100 | Trimmed |
| 20 | AdvisorNet Financial, Inc | $60,534 | 1,536 | Added |
| 21 | Cape Investment Advisory, Inc. | $11,232 | 285 | New |
| 22 | ASSETMARK, INC | $10,838 | 275 | Trimmed |
| 23 | Blue Trust, Inc. | $8,118 | 206 | New |
| 24 | IFP Advisors, Inc | $4,414 | 112 | Hold |
| 25 | HORIZON FINANCIAL SERVICES, LLC | $906 | 23 | New |