| 1 | SUMMIT WEALTH GROUP LLC / CO | $145.6M | 3.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 298,994 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $13.5M | 282,214 | Trimmed |
| 4 | Merit Financial Group, LLC | $11.7M | 243,798 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $10.5M | 217,980 | Trimmed |
| 6 | StoneCrest Wealth Management, Inc. | $9.6M | 200,953 | New |
| 7 | K2 Financial Inc. | $5.4M | 112,470 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 98,943 | Added |
| 9 | Diversified Enterprises, LLC | $2.3M | 47,088 | Added |
| 10 | PETRA FINANCIAL ADVISORS INC | $2.1M | 44,357 | New |
| 11 | United Advisor Group, LLC | $2.0M | 40,818 | Trimmed |
| 12 | Apella Capital, LLC | $1.5M | 31,175 | Trimmed |
| 13 | Stewardship Advisors, LLC | $1.1M | 23,914 | Trimmed |
| 14 | Lynx Investment Advisory | $1.0M | 21,766 | Trimmed |
| 15 | Cassady Wealth & Retirement Planning, LLC | $939,696 | 19,577 | Trimmed |
| 16 | PRINCIPAL SECURITIES, INC. | $826,656 | 17,222 | Added |
| 17 | Concurrent Investment Advisors, LLC | $523,248 | 10,901 | Trimmed |
| 18 | LexAurum Advisors, LLC | $411,120 | 8,565 | Trimmed |
| 19 | Meriwether Wealth & Planning, LLC | $392,016 | 8,167 | Hold |
| 20 | Independent Wealth Network Inc. | $342,144 | 7,128 | Added |
| 21 | Sonoma Allocations LLC | $326,534 | 6,783 | Trimmed |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $261,216 | 5,442 | Hold |
| 23 | Foundry Financial Group, Inc. | $238,032 | 4,959 | New |
| 24 | Kestra Advisory Services, LLC | $230,898 | 4,810 | New |
| 25 | PARK AVENUE SECURITIES LLC | $215,000 | 4,474 | New |