| 1 | Dynasty Wealth Management, LLC | $244.5M | 4.9M | Added |
| 2 | JPMORGAN CHASE & CO | $175.5M | 3.5M | Added |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $118.9M | 2.4M | Added |
| 4 | OpenArc Corporate Advisory, LLC | $87.3M | 1.7M | Added |
| 5 | NewEdge Advisors, LLC | $85.1M | 1.7M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $42.5M | 844,816 | Added |
| 7 | Weil Company, Inc. | $32.9M | 654,030 | Added |
| 8 | Pinnacle Financial Partners, Inc. | $30.0M | 595,225 | Added |
| 9 | Arkadios Wealth Advisors | $20.9M | 414,827 | Added |
| 10 | CFS Investment Advisory Services, LLC | $16.3M | 325,235 | Added |
| 11 | Redhawk Wealth Advisors, Inc. | $13.8M | 273,252 | New |
| 12 | OSAIC HOLDINGS, INC. | $13.5M | 267,544 | Added |
| 13 | Centerline Wealth Advisors, LLC | $13.5M | 267,533 | Added |
| 14 | WETZEL INVESTMENT ADVISORS, INC. | $12.7M | 253,283 | Added |
| 15 | Forthright Family Wealth Advisory LLC | $12.5M | 247,494 | New |
| 16 | RFG - Bristol Wealth Advisors, LLC | $11.7M | 232,432 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $11.2M | 223,094 | Added |
| 18 | UNIQUE WEALTH, LLC | $9.8M | 194,252 | Added |
| 19 | WEALTH ALLIANCE, LLC | $9.2M | 183,075 | Added |
| 20 | Storen Legacy Partners, LLC | $8.8M | 175,613 | Added |
| 21 | May Hill Capital, LLC | $7.7M | 152,846 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $6.2M | 122,500 | Added |
| 23 | SWP FINANCIAL LLC | $5.8M | 116,173 | Added |
| 24 | R2 Capital Strategies, LLC | $5.6M | 112,260 | New |
| 25 | BETO FINANCIAL GROUP, LLC | $5.4M | 108,250 | Added |