| 1 | Bogart Wealth, LLC | $101.8M | 2.2M | Added |
| 2 | Calamos Wealth Management LLC | $63.2M | 1.3M | Added |
| 3 | Allen Capital Group, LLC | $55.6M | 1.2M | Added |
| 4 | MBL Wealth, LLC | $35.5M | 758,771 | Added |
| 5 | Pine Valley Investments Ltd Liability Co | $31.1M | 664,602 | Added |
| 6 | Alliance Wealth Advisors, LLC | $27.6M | 588,561 | Added |
| 7 | GREENUP STREET WEALTH MANAGEMENT LLC | $26.7M | 570,026 | Added |
| 8 | Atlantic Edge Private Wealth Management, LLC | $21.6M | 460,836 | Added |
| 9 | Blue Water Asset Management | $21.1M | 450,385 | Added |
| 10 | Pathway Financial Advisors LLC | $18.6M | 398,354 | Trimmed |
| 11 | Envision Financial LLC | $16.2M | 345,285 | Added |
| 12 | Newman Dignan & Sheerar, Inc. | $15.9M | 338,592 | Trimmed |
| 13 | Oath Planning, LLC | $15.8M | 337,678 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15.8M | 337,136 | Trimmed |
| 15 | Crusonia Wealth Advisors LLC | $15.1M | 322,183 | Added |
| 16 | Cyr Financial Inc. | $14.0M | 299,590 | Added |
| 17 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $11.1M | 261,783 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $10.4M | 222,648 | Trimmed |
| 19 | TOTH FINANCIAL ADVISORY CORP | $9.7M | 207,262 | Added |
| 20 | Fjell Capital, LLC | $8.5M | 181,398 | Added |
| 21 | GREENWOOD CAPITAL ASSOCIATES LLC | $8.1M | 173,049 | Added |
| 22 | Pinnacle Wealth Management Group, Inc. | $7.3M | 155,645 | Added |
| 23 | Smith Thornton Advisors LLC | $7.1M | 152,724 | Added |
| 24 | Gladstone Institutional Advisory LLC | $6.1M | 129,831 | Added |
| 25 | FSA WEALTH PARTNERS, INC. | $6.0M | 127,612 | Added |