| 1 | Lantz Financial LLC | $8.2M | 205,447 | Added |
| 2 | KFG WEALTH MANAGEMENT, LLC | $7.6M | 192,335 | Added |
| 3 | MGO ONE SEVEN LLC | $6.8M | 172,145 | Trimmed |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.8M | 145,429 | Added |
| 5 | Caliber Wealth Management, LLC / KS | $5.5M | 138,550 | New |
| 6 | Kestra Advisory Services, LLC | $5.2M | 130,049 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.3M | 109,075 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 94,286 | Added |
| 9 | OSAIC HOLDINGS, INC. | $3.6M | 90,326 | Added |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $3.1M | 77,095 | Added |
| 11 | Cetera Investment Advisers | $2.5M | 62,623 | Added |
| 12 | Berger Financial Group, Inc | $2.3M | 57,907 | Added |
| 13 | Kellett Wealth Advisors, LLC | $1.9M | 47,893 | New |
| 14 | WealthPlan Investment Management, LLC | $1.6M | 39,578 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 38,165 | Added |
| 16 | Spire Wealth Management | $1.4M | 35,296 | Trimmed |
| 17 | MBL Wealth, LLC | $1.2M | 30,865 | Added |
| 18 | TRUIST FINANCIAL CORP | $1.1M | 28,631 | Trimmed |
| 19 | Archer Investment Corp | $975,895 | 24,557 | Added |
| 20 | Brookstone Capital Management | $968,305 | 24,366 | Trimmed |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | $905,079 | 22,775 | Trimmed |
| 22 | Impact Partnership Wealth, LLC | $892,998 | 22,471 | Trimmed |
| 23 | Foundations Investment Advisors, LLC | $884,930 | 22,268 | Added |
| 24 | IMG Wealth Management, Inc. | $846,859 | 21,310 | Added |
| 25 | Kovack Advisors, Inc. | $846,354 | 21,295 | Trimmed |