| 1 | Goldstein Advisors, LLC | $29.1M | 638,243 | Trimmed |
| 2 | TRAPHAGEN INVESTMENT ADVISORS LLC | $18.9M | 413,367 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 204,869 | Added |
| 4 | Ocean Park Asset Management, LLC | $6.4M | 140,332 | New |
| 5 | Colonial River Investments, LLC | $6.1M | 134,688 | Added |
| 6 | Prosperity Financial Group, Inc. | $5.3M | 115,559 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.0M | 109,020 | Added |
| 8 | Onyx Bridge Wealth Group LLC | $4.6M | 101,124 | Added |
| 9 | Noble Wealth Management PBC | $3.0M | 66,568 | Trimmed |
| 10 | Apollon Financial, LLC | $2.7M | 59,706 | Added |
| 11 | Berbice Capital Management LLC | $2.3M | 49,514 | Added |
| 12 | Private Advisor Group, LLC | $1.8M | 39,870 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 39,501 | Trimmed |
| 14 | PCG Wealth Advisors, LLC | $1.6M | 35,845 | Added |
| 15 | Aurora Private Wealth, Inc. | $1.6M | 34,561 | Added |
| 16 | Brookwood Investment Group LLC | $889,204 | 19,483 | Added |
| 17 | FLAGSHIP HARBOR ADVISORS, LLC | $807,872 | 17,701 | Trimmed |
| 18 | OPPENHEIMER & CO INC | $733,572 | 16,073 | Trimmed |
| 19 | PRESILIUM PRIVATE WEALTH, LLC | $547,224 | 11,990 | New |
| 20 | Hibernia Wealth Partners, LLC | $436,364 | 9,561 | New |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $354,927 | 7,823 | Trimmed |
| 22 | Atria Investments, Inc | $343,957 | 7,536 | Trimmed |
| 23 | Three Magnolias Financial Advisors, LLC | $342,528 | 7,505 | New |
| 24 | TRUIST FINANCIAL CORP | $317,418 | 6,955 | New |
| 25 | Capital Investment Advisory Services, LLC | $314,916 | 6,900 | Added |