| 1 | AE Wealth Management LLC | $94.7M | 3.8M | Added |
| 2 | Kingdom Financial Group LLC. | $31.6M | 1.3M | Trimmed |
| 3 | Simplicity Wealth,LLC | $24.5M | 973,736 | Added |
| 4 | LifeWealth Investments, LLC | $7.7M | 307,572 | Added |
| 5 | Arcadia Wealth Management, LLC | $5.5M | 217,601 | Trimmed |
| 6 | SMART Wealth LLC | $4.5M | 177,111 | Trimmed |
| 7 | Montgomery Financial Services LLC | $3.4M | 135,291 | New |
| 8 | Networth Advisors, LLC | $3.0M | 119,110 | Added |
| 9 | HOWARD BAILEY SECURITIES, LLC | $2.7M | 105,358 | Added |
| 10 | FLP Wealth Management, LLC | $2.3M | 90,630 | Added |
| 11 | B.O.S.S. Retirement Advisors, LLC | $2.2M | 85,805 | Added |
| 12 | TRUIST FINANCIAL CORP | $1.9M | 74,883 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 74,883 | Trimmed |
| 14 | Key Capital Management, INC | $1.2M | 48,281 | Added |
| 15 | JANE STREET GROUP, LLC | $1.2M | 47,333 | Trimmed |
| 16 | Triad Wealth Partners, LLC | $708,601 | 28,700 | Trimmed |
| 17 | LifePlan Investment Advisors, Inc. | $516,204 | 20,521 | Added |
| 18 | FWG Investments, LLC. | $407,303 | 16,192 | New |
| 19 | FSA Advisors, Inc. | $361,002 | 14,351 | Added |
| 20 | Lloyd Advisory Services, LLC. | $353,024 | 14,034 | Trimmed |
| 21 | CoreCap Advisors, LLC | $333,026 | 13,239 | Added |
| 22 | Centennial Advisors, LLC | $268,469 | 10,673 | Trimmed |
| 23 | Integrated Wealth Management | $212,584 | 8,451 | Trimmed |
| 24 | Quest 10 Wealth Builders, Inc. | $119,209 | 4,739 | Added |
| 25 | Decker Retirement Planning Inc. | $81,577 | 3,243 | Trimmed |