| 1 | Avior Wealth Management, LLC | $45.5M | 1.0M | Added |
| 2 | TRUE Private Wealth Advisors | $34.7M | 776,904 | Added |
| 3 | GeoWealth Management, LLC | $16.8M | 377,337 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 293,193 | Added |
| 5 | TRUIST FINANCIAL CORP | $11.4M | 254,812 | Added |
| 6 | Sanchez Wealth Management Group | $9.7M | 218,094 | Added |
| 7 | Strive Financial Group ,LLC | $9.2M | 205,799 | Added |
| 8 | Koshinski Asset Management, Inc. | $6.6M | 148,231 | Added |
| 9 | Strategic Blueprint, LLC | $3.5M | 79,321 | Added |
| 10 | Maia Wealth LLC | $3.2M | 72,018 | Added |
| 11 | Navigation Wealth Management, Inc. | $3.0M | 67,317 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.9M | 64,330 | Added |
| 13 | Prosperity Financial Group, Inc. | $2.3M | 51,779 | Added |
| 14 | Farther Finance Advisors, LLC | $2.1M | 47,553 | Added |
| 15 | Alteri Wealth LLC | $1.8M | 40,908 | Trimmed |
| 16 | Golden State Wealth Management, LLC | $1.8M | 39,660 | New |
| 17 | Ignite Planners, LLC | $1.5M | 34,400 | Added |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 30,080 | New |
| 19 | Paragon Private Wealth Management, LLC | $1.2M | 26,596 | Trimmed |
| 20 | Westside Investment Management, Inc. | $1.0M | 22,607 | Added |
| 21 | PKS Advisory Services, LLC | $940,367 | 21,075 | New |
| 22 | GK Wealth Management LLC | $861,747 | 19,312 | New |
| 23 | Stirlingshire Investments, Inc. | $814,641 | 18,257 | Trimmed |
| 24 | UNIQUE WEALTH, LLC | $714,054 | 16,003 | Added |
| 25 | Revisor Wealth Management LLC | $663,044 | 14,859 | Added |