| 1 | Avior Wealth Management, LLC | $32.9M | 887,974 | Added |
| 2 | TRUE Private Wealth Advisors | $24.9M | 671,534 | Added |
| 3 | CreativeOne Wealth, LLC | $15.3M | 411,647 | Added |
| 4 | GeoWealth Management, LLC | $11.0M | 295,505 | Added |
| 5 | Sanchez Wealth Management Group | $7.9M | 211,983 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 205,224 | New |
| 7 | CONTINENTAL INVESTORS SERVICES, INC. | $7.6M | 179,114 | Added |
| 8 | TRUIST FINANCIAL CORP | $6.3M | 167,134 | New |
| 9 | Wayfinding Financial, LLC | $5.5M | 149,398 | Trimmed |
| 10 | Koshinski Asset Management, Inc. | $5.1M | 138,522 | Added |
| 11 | Arete Wealth Advisors, LLC | $4.3M | 116,404 | Trimmed |
| 12 | LPL Financial LLC | $4.0M | 107,849 | Added |
| 13 | Advisory Services Network, LLC | $2.9M | 78,015 | Trimmed |
| 14 | Strategic Blueprint, LLC | $2.7M | 73,254 | Added |
| 15 | M1 Capital Management LLC | $2.6M | 70,414 | Added |
| 16 | Maia Wealth LLC | $2.4M | 64,516 | Added |
| 17 | Balboa Wealth Partners | $2.4M | 63,395 | Added |
| 18 | Navigation Wealth Management, Inc. | $2.2M | 58,744 | Trimmed |
| 19 | Prosperity Financial Group, Inc. | $1.9M | 51,239 | Trimmed |
| 20 | Bauman Advisory Group, LLC | $1.8M | 47,845 | Trimmed |
| 21 | Advyzon Investment Management, LLC | $1.7M | 45,700 | Added |
| 22 | Strive Financial Group ,LLC | $1.7M | 45,293 | Added |
| 23 | Alteri Wealth LLC | $1.6M | 42,047 | Added |
| 24 | EJMK Ventures LLC | $1.5M | 40,208 | Trimmed |
| 25 | Ignite Planners, LLC | $1.2M | 32,413 | Added |