| 1 | Compass Advisory Group LLC | $28.2M | 618,790 | Added |
| 2 | PFS Partners, LLC | $22.5M | 493,805 | Trimmed |
| 3 | Long Island Wealth Management, Inc. | $21.7M | 476,337 | Added |
| 4 | OSAIC HOLDINGS, INC. | $12.0M | 263,670 | Added |
| 5 | MBL Wealth, LLC | $10.2M | 224,531 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 222,544 | Added |
| 7 | BLAIR WILLIAM & CO/IL | $7.2M | 156,948 | Trimmed |
| 8 | Berkshire Money Management, Inc. | $6.8M | 148,779 | Trimmed |
| 9 | Cetera Investment Advisers | $6.6M | 144,469 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $5.7M | 124,702 | Trimmed |
| 11 | LPL Financial LLC | $5.6M | 121,791 | Added |
| 12 | BFI Wealth Solutions, LLC | $5.2M | 113,715 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $4.8M | 105,876 | Trimmed |
| 14 | AdvisorNet Financial, Inc | $4.0M | 88,373 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.5M | 75,942 | Trimmed |
| 16 | Pallas Capital Advisors LLC | $3.0M | 66,380 | Added |
| 17 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $2.4M | 52,632 | Added |
| 18 | TRUIST FINANCIAL CORP | $2.4M | 51,626 | Trimmed |
| 19 | Faithward Advisors, LLC | $2.2M | 47,912 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.1M | 45,603 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 43,514 | Trimmed |
| 22 | Wood Tarver Financial Group, LLC | $1.9M | 42,494 | Trimmed |
| 23 | IFP Advisors, Inc | $1.7M | 36,468 | Added |
| 24 | DHJJ Financial Advisors, Ltd. | $1.7M | 36,440 | Trimmed |
| 25 | RED CRANE WEALTH MANAGEMENT, LLC | $1.6M | 35,387 | Added |