| 1 | GUARDIAN WEALTH ADVISORS, LLC / NC | $39.0M | 2.0M | Trimmed |
| 2 | Aptus Capital Advisors, LLC | $39.0M | 2.0M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1.5M | Added |
| 4 | Rise Advisors, LLC | $18.9M | 979,814 | Added |
| 5 | Janney Montgomery Scott LLC | $11.5M | 593,882 | New |
| 6 | Cetera Investment Advisers | $10.4M | 539,857 | Added |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.7M | 501,671 | Added |
| 8 | LPL Financial LLC | $9.4M | 489,218 | Added |
| 9 | LexAurum Advisors, LLC | $6.1M | 318,457 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $5.4M | 278,256 | Added |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | $4.9M | 253,569 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 221,998 | Added |
| 13 | SageGuard Financial Group, LLC | $4.0M | 208,695 | Added |
| 14 | Delta Investment Management, LLC | $4.0M | 208,414 | Added |
| 15 | Prosperity Financial Group, Inc. | $3.9M | 203,963 | Added |
| 16 | TRUIST FINANCIAL CORP | $3.6M | 187,756 | Added |
| 17 | IFP Advisors, Inc | $3.3M | 173,194 | Added |
| 18 | NewEdge Advisors, LLC | $3.3M | 170,330 | Added |
| 19 | Sulzberger Capital Advisors, Inc. | $3.0M | 154,057 | Trimmed |
| 20 | JANE STREET GROUP, LLC | $3.0M | 153,259 | Added |
| 21 | Insight Advisors, LLC/ PA | $2.7M | 139,962 | Added |
| 22 | Balboa Wealth Partners | $2.6M | 134,661 | Added |
| 23 | Advisory Services Network, LLC | $1.8M | 95,697 | Added |
| 24 | Independent Wealth Network Inc. | $1.7M | 90,488 | Trimmed |
| 25 | HighTower Advisors, LLC | $1.5M | 76,970 | New |