| 1 | Merit Financial Group, LLC | $177.6M | 2.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 822,604 | Added |
| 3 | Geometric Wealth Advisors | $60.7M | 736,769 | Added |
| 4 | BWM Planning, LLC | $33.5M | 406,514 | Added |
| 5 | Wealth Management Partners, LLC | $31.6M | 384,167 | Added |
| 6 | Duncan Williams Asset Management, LLC | $29.8M | 361,184 | Added |
| 7 | LPL Financial LLC | $18.5M | 224,409 | Added |
| 8 | Acumen Wealth Advisors, LLC | $16.2M | 197,134 | Added |
| 9 | TRUIST FINANCIAL CORP | $15.9M | 192,423 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 160,512 | Trimmed |
| 11 | Cerity Partners LLC | $12.9M | 156,822 | Added |
| 12 | HOWARD BAILEY SECURITIES, LLC | $12.7M | 154,349 | Added |
| 13 | Peak Asset Management, LLC | $10.7M | 129,890 | Added |
| 14 | THOROUGHBRED FINANCIAL SERVICES, LLC | $6.9M | 135,801 | Added |
| 15 | OSAIC HOLDINGS, INC. | $5.7M | 69,585 | Added |
| 16 | TrustWell Financial Advisors, LLC | $5.5M | 66,661 | New |
| 17 | AQR CAPITAL MANAGEMENT LLC | $5.3M | 64,155 | Added |
| 18 | B&D White Capital Company, LLC | $4.3M | 51,999 | Trimmed |
| 19 | Ausdal Financial Partners, Inc. | $3.9M | 46,834 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 33,300 | Trimmed |
| 21 | Equitable Holdings, Inc. | $2.1M | 25,500 | Added |
| 22 | Waterfront Wealth Inc. | $2.0M | 24,722 | New |
| 23 | Altus Wealth Group LLC | $1.7M | 20,041 | Trimmed |
| 24 | Oak Wealth Advisors LLC | $1.6M | 19,240 | Added |
| 25 | CAPTRUST FINANCIAL ADVISORS | $1.4M | 17,192 | Trimmed |