| 1 | WealthCare Asset Management, LLC | $11.9M | 458,978 | Added |
| 2 | AE Wealth Management LLC | $6.6M | 252,750 | Added |
| 3 | Aegis Wealth Management, Inc. | $2.7M | 104,166 | New |
| 4 | Lineweaver Wealth Advisors, LLC | $1.7M | 65,645 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 63,994 | Added |
| 6 | Concurrent Investment Advisors, LLC | $1.3M | 49,991 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 43,846 | New |
| 8 | TRUIST FINANCIAL CORP | $1.0M | 38,682 | New |
| 9 | Key Capital Management, INC | $971,084 | 37,397 | New |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $957,088 | 36,858 | Added |
| 11 | Kestra Advisory Services, LLC | $752,547 | 28,981 | Trimmed |
| 12 | Centennial Advisors, LLC | $714,453 | 27,514 | New |
| 13 | OPTIMA CAPITAL LLC | $698,588 | 26,903 | New |
| 14 | Cypress Wealth Services, LLC | $697,549 | 26,863 | New |
| 15 | CENTRAL VALLEY ADVISORS, LLC | $692,434 | 26,666 | Added |
| 16 | Farther Finance Advisors, LLC | $686,559 | 26,440 | Added |
| 17 | Brookstone Capital Management | $622,556 | 23,975 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $622,000 | 23,930 | New |
| 19 | CANANDAIGUA NATIONAL BANK & TRUST CO | $591,526 | 22,780 | New |
| 20 | Summit Wealth Partners, LLC | $590,929 | 22,757 | New |
| 21 | BEAM WEALTH ADVISORS, INC. | $579,301 | 22,310 | New |
| 22 | KFG WEALTH MANAGEMENT, LLC | $565,222 | 21,767 | Added |
| 23 | Prasad Wealth Partners, LLC | $549,460 | 21,160 | New |
| 24 | EVOLUTION WEALTH MANAGEMENT INC. | $346,450 | 13,342 | Added |
| 25 | DHJJ Financial Advisors, Ltd. | $292,985 | 11,283 | Trimmed |