| 1 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $32.3M | 605,911 | New |
| 2 | Eagle Strategies LLC | $15.4M | 289,382 | Added |
| 3 | D.A. DAVIDSON & CO. | $6.2M | 115,738 | Added |
| 4 | Arbor Investment Advisors, LLC | $5.6M | 105,322 | Added |
| 5 | Optimus Capital Advisors, LLC | $5.2M | 96,664 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 83,546 | Added |
| 7 | Lantern Wealth Advisors, LLC | $2.7M | 50,663 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 46,280 | Added |
| 9 | Atria Investments, Inc | $2.4M | 44,382 | New |
| 10 | Concurrent Investment Advisors, LLC | $2.3M | 42,203 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.7M | 32,686 | Trimmed |
| 12 | Belleair Asset Management, LLC | $1.5M | 27,262 | Trimmed |
| 13 | Essential Planning, LLC. | $1.0M | 18,749 | Trimmed |
| 14 | TD PRIVATE CLIENT WEALTH LLC | $941,023 | 17,642 | Added |
| 15 | HMV Wealth Advisors, LLC | $568,337 | 10,655 | Hold |
| 16 | Courage Miller Partners, LLC | $537,880 | 10,084 | Hold |
| 17 | Private Advisor Group, LLC | $374,499 | 7,021 | New |
| 18 | KERR FINANCIAL PLANNING Corp | $337,655 | 3,858 | Trimmed |
| 19 | Evanson Financial, LLC | $336,361 | 6,306 | New |
| 20 | Kestra Advisory Services, LLC | $328,941 | 6,167 | Trimmed |
| 21 | Diversified Trust Co | $320,039 | 6,000 | Hold |
| 22 | IRON Financial LLC | $299,348 | 5,612 | Added |
| 23 | Miracle Mile Advisors, LLC | $298,703 | 5,600 | Hold |
| 24 | Pines Wealth Management, LLC | $271,661 | 5,093 | Trimmed |
| 25 | Marathon Strategic Advisors, LLC | $264,780 | 4,964 | Hold |