| 1 | Arkadios Wealth Advisors | $61.2M | 1.3M | Added |
| 2 | LPL Financial LLC | $48.4M | 1.1M | Trimmed |
| 3 | Goldstein Advisors, LLC | $29.1M | 638,243 | Trimmed |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $18.9M | 413,367 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $18.2M | 398,395 | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $12.5M | 273,286 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 204,869 | Added |
| 8 | Ocean Park Asset Management, LLC | $6.4M | 140,332 | New |
| 9 | STIFEL FINANCIAL CORP | $6.2M | 135,742 | Added |
| 10 | Colonial River Investments, LLC | $6.1M | 134,688 | Added |
| 11 | Sunrise Financial Services, LLC | $5.4M | 117,333 | Added |
| 12 | Prosperity Financial Group, Inc. | $5.3M | 115,559 | New |
| 13 | Proactive Wealth Strategies LLC | $5.2M | 113,128 | Added |
| 14 | Onyx Bridge Wealth Group LLC | $4.6M | 101,124 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $4.4M | 96,338 | Added |
| 16 | NWM ADVISORS, LLC | $3.6M | 79,266 | Added |
| 17 | Stratos Wealth Partners, LTD. | $3.6M | 78,737 | Trimmed |
| 18 | NewEdge Advisors, LLC | $3.4M | 75,386 | Trimmed |
| 19 | Noble Wealth Management PBC | $3.0M | 66,568 | Trimmed |
| 20 | Apollon Financial, LLC | $2.7M | 59,706 | Added |
| 21 | SMITH, MOORE & CO. | $2.7M | 58,777 | Added |
| 22 | &PARTNERS | $2.6M | 57,701 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.5M | 54,510 | Added |
| 24 | Royal Bank of Canada | $2.3M | 50,636 | Trimmed |
| 25 | Berbice Capital Management LLC | $2.3M | 49,514 | Added |