| 1 | 4J Wealth Management LLC | $18.8M | 491,077 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M | 313,577 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 232,438 | Added |
| 4 | Maia Wealth LLC | $6.9M | 180,940 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 136,389 | Added |
| 6 | New England Capital Financial Advisors LLC | $4.9M | 128,034 | Added |
| 7 | KICKSTAND VENTURES, LLC. | $4.6M | 119,675 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $4.2M | 109,939 | Added |
| 9 | PCG Wealth Advisors, LLC | $2.9M | 75,128 | Trimmed |
| 10 | United Advisor Group, LLC | $1.7M | 45,170 | Added |
| 11 | Walkner Condon Financial Advisors LLC | $1.5M | 39,232 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 38,637 | Trimmed |
| 13 | DAVENPORT & Co LLC | $1.4M | 35,900 | Added |
| 14 | Kestra Advisory Services, LLC | $1.1M | 29,494 | Trimmed |
| 15 | Golden State Wealth Management, LLC | $876,261 | 22,837 | Trimmed |
| 16 | BENJAMIN EDWARDS INC | $853,652 | 22,248 | Added |
| 17 | Koshinski Asset Management, Inc. | $840,495 | 21,905 | Trimmed |
| 18 | J.W. COLE ADVISORS, INC. | $812,373 | 21,172 | New |
| 19 | TPG Advisors LLC | $726,037 | 18,922 | Added |
| 20 | TRUIST FINANCIAL CORP | $638,093 | 16,630 | Added |
| 21 | Private Advisor Group, LLC | $622,418 | 16,221 | Added |
| 22 | Thayer Partners, LLC / MA | $529,404 | 13,797 | Added |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $501,035 | 13,058 | Added |
| 24 | Peck Wealth Management, LLC | $500,252 | 13,038 | Hold |
| 25 | First Heartland Consultants, Inc. | $378,177 | 9,856 | Added |