| 1 | Avior Wealth Management, LLC | $45.5M | 1.0M | Added |
| 2 | TRUE Private Wealth Advisors | $34.7M | 776,904 | Added |
| 3 | GeoWealth Management, LLC | $16.8M | 377,337 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 293,193 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $11.9M | 266,062 | Added |
| 6 | TRUIST FINANCIAL CORP | $11.4M | 254,812 | Added |
| 7 | CreativeOne Wealth, LLC | $10.9M | 244,611 | Trimmed |
| 8 | CONTINENTAL INVESTORS SERVICES, INC. | $10.6M | 244,244 | Added |
| 9 | Sanchez Wealth Management Group | $9.7M | 218,094 | Added |
| 10 | LPL Financial LLC | $9.5M | 213,976 | Added |
| 11 | Strive Financial Group ,LLC | $9.2M | 205,799 | Added |
| 12 | Koshinski Asset Management, Inc. | $6.6M | 148,231 | Added |
| 13 | Arete Wealth Advisors, LLC | $5.1M | 113,896 | Trimmed |
| 14 | Strategic Blueprint, LLC | $3.5M | 79,321 | Added |
| 15 | Advisory Services Network, LLC | $3.4M | 76,306 | Trimmed |
| 16 | Maia Wealth LLC | $3.2M | 72,018 | Added |
| 17 | M1 Capital Management LLC | $3.2M | 71,943 | Added |
| 18 | Navigation Wealth Management, Inc. | $3.0M | 67,317 | Added |
| 19 | Balboa Wealth Partners | $2.4M | 54,640 | Trimmed |
| 20 | FOCUSED ALPHA, LLC | $2.4M | 53,882 | New |
| 21 | Advyzon Investment Management, LLC | $2.3M | 52,211 | Added |
| 22 | Prosperity Financial Group, Inc. | $2.3M | 51,779 | Added |
| 23 | Farther Finance Advisors, LLC | $2.1M | 47,553 | Added |
| 24 | Alteri Wealth LLC | $1.8M | 40,908 | Trimmed |
| 25 | Golden State Wealth Management, LLC | $1.8M | 39,660 | New |