| 1 | Wealthquest Corp | $132.1M | 3.9M | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $53.6M | 1.6M | Added |
| 3 | CAPTRUST FINANCIAL ADVISORS | $26.7M | 787,692 | Added |
| 4 | Grant Street Asset Management, Inc. | $26.2M | 774,762 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $23.2M | 685,455 | Trimmed |
| 6 | NewEdge Advisors, LLC | $21.6M | 636,780 | Added |
| 7 | CENTAURUS FINANCIAL, INC. | $17.1M | 505,210 | Added |
| 8 | Brookstone Capital Management | $15.9M | 470,206 | Added |
| 9 | CRA Financial Services, LLC | $14.1M | 416,213 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 381,132 | Added |
| 11 | Pitti Group Wealth Management, LLC | $12.8M | 378,737 | Added |
| 12 | D.B. Root & Company, LLC | $11.6M | 343,193 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $9.2M | 270,813 | Added |
| 14 | Cetera Investment Advisers | $8.5M | 250,620 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 246,813 | Added |
| 16 | Sigma Planning Corp | $8.0M | 235,381 | Added |
| 17 | Foundations Investment Advisors, LLC | $7.5M | 221,613 | Added |
| 18 | TRUIST FINANCIAL CORP | $6.2M | 184,059 | Added |
| 19 | Sovran Advisors, LLC | $6.2M | 183,027 | Added |
| 20 | Gallagher Fiduciary Advisors, LLC | $6.1M | 180,326 | Trimmed |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $6.0M | 175,776 | Added |
| 22 | Atria Investments, Inc | $5.4M | 158,566 | Trimmed |
| 23 | Beacon Pointe Advisors, LLC | $5.4M | 158,286 | Added |
| 24 | Pallas Capital Advisors LLC | $5.3M | 155,183 | Trimmed |
| 25 | Triumph Capital Management | $4.7M | 139,149 | Trimmed |