| 1 | AE Wealth Management LLC | $9.7M | 354,439 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $8.3M | 302,394 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 110,694 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 90,662 | Added |
| 5 | CANANDAIGUA NATIONAL BANK & TRUST CO | $2.2M | 80,702 | New |
| 6 | Kestra Advisory Services, LLC | $2.2M | 80,080 | Added |
| 7 | Farther Finance Advisors, LLC | $1.6M | 59,465 | Added |
| 8 | Concurrent Investment Advisors, LLC | $1.4M | 52,621 | New |
| 9 | Key Capital Management, INC | $1.3M | 48,208 | New |
| 10 | Lineweaver Wealth Advisors, LLC | $1.2M | 44,743 | Added |
| 11 | OPTIMA CAPITAL LLC | $1.2M | 44,696 | New |
| 12 | BROWN WEALTH MANAGEMENT, LLC | $1.1M | 38,638 | Added |
| 13 | Centennial Advisors, LLC | $970,276 | 35,418 | New |
| 14 | Cornerstone Wealth Group, LLC | $891,652 | 32,548 | Added |
| 15 | TRUIST FINANCIAL CORP | $868,695 | 31,710 | New |
| 16 | Independent Wealth Network Inc. | $761,362 | 27,792 | New |
| 17 | DAVENPORT & Co LLC | $714,516 | 26,082 | New |
| 18 | CENTRAL VALLEY ADVISORS, LLC | $688,546 | 25,134 | Added |
| 19 | Prasad Wealth Partners, LLC | $645,289 | 23,555 | New |
| 20 | KFG WEALTH MANAGEMENT, LLC | $570,227 | 20,815 | Added |
| 21 | Comprehensive Financial Consultants Institutional, Inc. | $554,557 | 20,243 | New |
| 22 | Integrity Advisory Solutions, LLC | $538,942 | 19,673 | New |
| 23 | Clear Creek Financial Management, LLC | $535,216 | 19,537 | New |
| 24 | Brookstone Capital Management | $478,289 | 17,459 | Added |
| 25 | Applied Capital LLC | $455,846 | 14,621 | New |