| 1 | Wealthquest Corp | $132.1M | 3.9M | Added |
| 2 | Brookstone Capital Management | $15.9M | 470,206 | Added |
| 3 | CRA Financial Services, LLC | $14.1M | 416,213 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 381,132 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 246,813 | Added |
| 6 | TRUIST FINANCIAL CORP | $6.2M | 184,059 | Added |
| 7 | Sovran Advisors, LLC | $6.2M | 183,027 | Added |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $6.0M | 175,776 | Added |
| 9 | Atria Investments, Inc | $5.4M | 158,566 | Trimmed |
| 10 | Triumph Capital Management | $4.7M | 139,149 | Trimmed |
| 11 | Comprehensive Financial Consultants Institutional, Inc. | $4.6M | 136,367 | Added |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 108,936 | Added |
| 13 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M | 93,983 | Trimmed |
| 14 | MTM FINANCIAL GROUP, LLC | $3.1M | 90,907 | New |
| 15 | Gladstone Institutional Advisory LLC | $3.1M | 90,064 | Trimmed |
| 16 | KFG WEALTH MANAGEMENT, LLC | $2.7M | 79,251 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $2.4M | 70,180 | Added |
| 18 | Belpointe Asset Management LLC | $2.1M | 61,057 | Trimmed |
| 19 | Sugar Maple Asset Management, LLC | $1.5M | 43,545 | Hold |
| 20 | Claro Advisors LLC | $1.3M | 38,150 | Trimmed |
| 21 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 37,021 | Trimmed |
| 22 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $1.2M | 34,429 | Trimmed |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $998,077 | 29,468 | Trimmed |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $894,812 | 26,419 | Trimmed |
| 25 | Addison Capital Co | $861,661 | 25,440 | Added |