| 1 | Sequoia Financial Advisors, LLC | $189.7M | 2.2M | Added |
| 2 | Private Advisor Group, LLC | $36.3M | 423,517 | Added |
| 3 | Peak Financial Management, Inc. | $31.3M | 365,097 | Added |
| 4 | Schaeffer Financial LLC | $19.4M | 226,929 | Trimmed |
| 5 | Belpointe Asset Management LLC | $8.8M | 102,168 | Trimmed |
| 6 | FORONJY FINANCIAL LLC | $7.8M | 91,195 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.7M | 89,842 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79,112 | Trimmed |
| 9 | Investment Planning Advisors, Inc. | $6.2M | 72,890 | Added |
| 10 | UNIQUE WEALTH, LLC | $5.9M | 69,155 | Trimmed |
| 11 | ACT WEALTH MANAGEMENT, LLC | $3.5M | 41,435 | Added |
| 12 | INTERACTIVE FINANCIAL ADVISORS, INC. | $2.9M | 34,328 | Trimmed |
| 13 | Great Waters Wealth Management | $2.6M | 30,490 | Trimmed |
| 14 | FINANCIAL CONSULATE, INC | $2.2M | 25,972 | Trimmed |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $2.1M | 24,287 | Added |
| 16 | Cooper Financial Group | $2.0M | 23,430 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23,112 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $1.9M | 22,547 | Trimmed |
| 19 | PFG Advisors | $1.6M | 18,497 | Added |
| 20 | New England Capital Financial Advisors LLC | $1.4M | 16,340 | Added |
| 21 | XY Planning Network, Inc. | $1.4M | 16,195 | Hold |
| 22 | Chicago Partners Investment Group LLC | $1.3M | 15,127 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,981 | Added |
| 24 | Global Assets Advisory, LLC | $1.2M | 13,926 | New |
| 25 | CX Institutional | $1.1M | 13,203 | Trimmed |