| 1 | Orgel Wealth Management, LLC | $182.9M | 8.1M | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1.3M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $17.1M | 762,198 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $8.8M | 390,454 | Added |
| 5 | Quotient Wealth Partners, LLC | $7.3M | 323,488 | Added |
| 6 | Trust Co | $6.4M | 286,957 | Trimmed |
| 7 | Prentice Wealth Management LLC | $5.5M | 247,048 | Added |
| 8 | FORTE ASSET MANAGEMENT LLC | $4.0M | 178,446 | Added |
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154,176 | Trimmed |
| 10 | Ashton Thomas Private Wealth, LLC | $3.1M | 138,370 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $2.4M | 105,171 | Added |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 88,577 | Added |
| 13 | Legacy Advisory Services, LLC | $1.8M | 80,200 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.7M | 77,325 | Added |
| 15 | Helen Stephens Group, LLC | $1.7M | 75,007 | Added |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 53,449 | Added |
| 17 | MBA Advisors LLC | $1.2M | 51,825 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.1M | 49,785 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $1.1M | 48,492 | Added |
| 20 | Indivisible Partners | $990,292 | 44,111 | New |
| 21 | Objective Capital Management, LLC | $938,331 | 41,796 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $923,996 | 41,342 | Added |
| 23 | Marietta Wealth Management, LLC | $759,641 | 33,837 | New |
| 24 | ShoreHaven Wealth Partners, LLC | $758,664 | 33,794 | Added |
| 25 | Advisory Resource Group | $726,707 | 32,370 | Trimmed |