| 1 | Obermeyer Wealth Partners | $74.7M | 1.5M | Added |
| 2 | Private Advisor Group, LLC | $54.1M | 1.1M | Added |
| 3 | BENJAMIN EDWARDS INC | $53.1M | 1.1M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $49.6M | 994,825 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $49.2M | 987,524 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $47.4M | 951,425 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.6M | 833,243 | Trimmed |
| 8 | Capital Investment Counsel, Inc | $26.4M | 528,870 | Added |
| 9 | Kestra Advisory Services, LLC | $19.9M | 399,088 | Trimmed |
| 10 | IBEX WEALTH ADVISORS | $19.5M | 390,210 | Trimmed |
| 11 | CENTRAL TRUST Co | $19.2M | 385,887 | Added |
| 12 | Savvy Advisors, Inc. | $17.3M | 347,022 | Trimmed |
| 13 | Sterling Group Wealth Management, LLC | $14.6M | 292,952 | Added |
| 14 | Family Office Research LLC | $13.9M | 278,261 | Added |
| 15 | Avidian Wealth Enterprises, LLC | $13.2M | 264,283 | Trimmed |
| 16 | MBL Wealth, LLC | $12.9M | 258,051 | Added |
| 17 | TCFG Investment Advisors, LLC | $11.5M | 229,915 | Trimmed |
| 18 | Wealthquest Corp | $11.1M | 221,786 | Trimmed |
| 19 | Revolve Wealth Partners, LLC | $9.7M | 194,142 | Added |
| 20 | TRUIST FINANCIAL CORP | $9.6M | 191,818 | Added |
| 21 | Intrua Financial, LLC | $8.9M | 179,161 | Added |
| 22 | MONEY CONCEPTS CAPITAL CORP | $8.8M | 176,293 | Added |
| 23 | Apella Capital, LLC | $8.6M | 171,558 | Added |
| 24 | Coign Capital Advisors LLC | $8.5M | 171,315 | Trimmed |
| 25 | RFG Advisory, LLC | $8.0M | 161,207 | Added |