| 1 | Gradient Investments LLC | $12.2M | 222,302 | Added |
| 2 | MADDEN SECURITIES Corp | $9.9M | 180,755 | Added |
| 3 | Retirement Planning Group, LLC | $4.0M | 73,157 | Added |
| 4 | Royal Bank of Canada | $3.5M | 64,196 | Added |
| 5 | CITADEL ADVISORS LLC | $2.2M | 40,373 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $2.2M | 40,342 | Added |
| 7 | StoneCrest Wealth Management, Inc. | $1.8M | 33,575 | New |
| 8 | HUB Investment Partners, LLC | $1.6M | 29,803 | Added |
| 9 | Quotient Wealth Partners, LLC | $1.4M | 25,091 | Added |
| 10 | Farther Finance Advisors, LLC | $1.3M | 22,985 | New |
| 11 | Delta Investment Management, LLC | $1.0M | 18,558 | Added |
| 12 | LPL Financial LLC | $1.0M | 18,360 | New |
| 13 | MSH Capital Advisors LLC | $883,786 | 16,063 | New |
| 14 | Keebeck Wealth Management | $874,818 | 15,900 | Added |
| 15 | HRT FINANCIAL LP | $861,000 | 15,662 | Added |
| 16 | TRUIST FINANCIAL CORP | $745,928 | 13,550 | New |
| 17 | Mariner, LLC | $687,609 | 12,497 | New |
| 18 | CreativeOne Wealth, LLC | $582,937 | 10,595 | New |
| 19 | ENTREWEALTH, LLC | $534,000 | 10,000 | New |
| 20 | CAP Partners, LLC | $528,116 | 9,599 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $488,000 | 8,865 | Added |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $451,217 | 8,299 | New |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $434,013 | 7,965 | New |
| 24 | Diversify Advisory Services, LLC | $434,013 | 7,965 | New |
| 25 | New England Private Wealth Advisors LLC | $309,922 | 5,579 | Added |