| 1 | Tradition Wealth Management, LLC | $9.5M | 270,688 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 185,163 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 144,206 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $4.7M | 134,255 | Added |
| 5 | KFG WEALTH MANAGEMENT, LLC | $4.5M | 127,143 | Trimmed |
| 6 | AssuredPartners Investment Advisors, LLC | $3.5M | 98,257 | Trimmed |
| 7 | Brookstone Capital Management | $3.2M | 90,465 | Trimmed |
| 8 | CENTRAL VALLEY ADVISORS, LLC | $2.8M | 80,030 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 77,733 | Added |
| 10 | Orion Porfolio Solutions, LLC | $2.7M | 76,124 | Added |
| 11 | Kellett Wealth Advisors, LLC | $2.6M | 75,192 | Trimmed |
| 12 | Berger Financial Group, Inc | $2.4M | 68,887 | Trimmed |
| 13 | Foundations Investment Advisors, LLC | $2.0M | 56,864 | Added |
| 14 | TRUIST FINANCIAL CORP | $2.0M | 56,179 | Trimmed |
| 15 | Strategic Blueprint, LLC | $1.8M | 50,258 | Added |
| 16 | Triad Wealth Partners, LLC | $1.6M | 45,662 | Added |
| 17 | Spire Wealth Management | $1.5M | 42,667 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 41,762 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $1.4M | 40,782 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 40,082 | Added |
| 21 | IMG Wealth Management, Inc. | $1.4M | 39,940 | Added |
| 22 | Arax Advisory Partners | $1.4M | 39,498 | Added |
| 23 | Advisory Services Network, LLC | $1.3M | 37,677 | Added |
| 24 | Kestra Advisory Services, LLC | $1.3M | 36,668 | Trimmed |
| 25 | Trek Financial, LLC | $1.2M | 34,510 | Added |