| 1 | Brookstone Capital Management | $55.8M | 1.5M | Added |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.3M | 164,596 | Added |
| 3 | Cerity Partners LLC | $3.2M | 83,648 | New |
| 4 | OSAIC HOLDINGS, INC. | $2.5M | 66,110 | Added |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 65,205 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 63,064 | Added |
| 7 | Kestra Advisory Services, LLC | $2.2M | 57,838 | Trimmed |
| 8 | Spire Wealth Management | $2.2M | 57,662 | Added |
| 9 | Cetera Investment Advisers | $2.1M | 56,244 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 54,396 | Added |
| 11 | Castle Rock Wealth Management, LLC | $1.8M | 47,343 | Trimmed |
| 12 | KFG WEALTH MANAGEMENT, LLC | $1.7M | 44,688 | Added |
| 13 | O'Connor Financial Group LLC | $1.3M | 33,343 | New |
| 14 | Wood Tarver Financial Group, LLC | $1.2M | 32,789 | Added |
| 15 | Lantz Financial LLC | $1.1M | 29,938 | New |
| 16 | MML INVESTORS SERVICES, LLC | $1.1M | 27,784 | Added |
| 17 | OLD MISSION CAPITAL LLC | $920,798 | 24,230 | Trimmed |
| 18 | Foundations Investment Advisors, LLC | $900,771 | 23,703 | Added |
| 19 | TRUIST FINANCIAL CORP | $879,452 | 23,142 | Trimmed |
| 20 | SteelPeak Wealth, LLC | $835,217 | 21,978 | New |
| 21 | Trek Financial, LLC | $729,760 | 19,203 | New |
| 22 | LPL Financial LLC | $723,680 | 19,043 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $717,599 | 18,883 | Trimmed |
| 24 | MONEY CONCEPTS CAPITAL CORP | $693,734 | 18,255 | New |
| 25 | CITADEL ADVISORS LLC | $642,203 | 16,899 | Trimmed |