| 1 | AE Wealth Management LLC | $433.5M | 8.9M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $58.3M | 1.2M | Added |
| 3 | Private Advisor Group, LLC | $56.8M | 1.2M | Trimmed |
| 4 | Ritter Daniher Financial Advisory LLC / DE | $32.0M | 655,300 | Added |
| 5 | COURIER CAPITAL LLC | $22.0M | 449,357 | Added |
| 6 | Buck Wealth Strategies, LLC | $18.5M | 379,297 | Trimmed |
| 7 | Financial Enhancement Group LLC | $18.2M | 371,700 | Added |
| 8 | Accel Wealth Management | $16.8M | 343,952 | Trimmed |
| 9 | Sovran Advisors, LLC | $14.9M | 305,170 | Added |
| 10 | TRUIST FINANCIAL CORP | $14.8M | 302,199 | Added |
| 11 | Leelyn Smith, LLC | $14.7M | 301,590 | Added |
| 12 | Dynamic Advisor Solutions LLC | $14.4M | 295,642 | Added |
| 13 | Rise Advisors, LLC | $13.6M | 278,720 | Added |
| 14 | Richmond Investment Services, LLC | $11.4M | 233,710 | Trimmed |
| 15 | Three Magnolias Financial Advisors, LLC | $11.1M | 227,972 | Added |
| 16 | Kestra Advisory Services, LLC | $11.0M | 225,284 | Trimmed |
| 17 | Burford Brothers, Inc. | $11.0M | 224,695 | Trimmed |
| 18 | Vigilare Wealth Management | $10.8M | 220,321 | Added |
| 19 | FORTEM FINANCIAL GROUP, LLC | $8.0M | 163,614 | Added |
| 20 | Clear Trail Advisors, LLC | $7.9M | 160,783 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.3M | 129,096 | Added |
| 22 | First Financial Group Corp | $5.5M | 112,906 | Trimmed |
| 23 | Golden State Wealth Management, LLC | $5.5M | 111,940 | Added |
| 24 | LifeWealth Investments, LLC | $4.9M | 99,359 | Trimmed |
| 25 | PARTNERS WEALTH MANAGEMENT, LLC | $4.7M | 96,144 | Added |