| 1 | Highland Financial Advisors, LLC | $15.5M | 175,042 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 137,229 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 123,295 | Trimmed |
| 4 | Freedom Day Solutions, LLC | $5.6M | 63,253 | New |
| 5 | Clarity Asset Management, Inc. | $5.6M | 63,109 | Trimmed |
| 6 | Northland Capital Management LLC | $3.9M | 44,191 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 37,851 | Added |
| 8 | AWM CAPITAL, LLC | $2.9M | 33,091 | Added |
| 9 | Trellis Wealth Advisors LLC | $2.8M | 31,912 | Added |
| 10 | TRUIST FINANCIAL CORP | $2.8M | 31,786 | Added |
| 11 | Vestment Financial LLC | $2.6M | 29,043 | Added |
| 12 | BFSG, LLC | $1.9M | 21,886 | Added |
| 13 | Diversified Portfolios, Inc. | $1.9M | 21,393 | Hold |
| 14 | HB Wealth Management, LLC | $1.9M | 21,132 | Added |
| 15 | Burton Enright Welch | $1.7M | 19,135 | Trimmed |
| 16 | VISTA CAPITAL PARTNERS, INC. | $1.6M | 18,191 | Trimmed |
| 17 | FMB WEALTH MANAGEMENT | $1.0M | 11,581 | Hold |
| 18 | ABLE Financial Group, LLC | $987,087 | 11,151 | Trimmed |
| 19 | LexAurum Advisors, LLC | $940,890 | 10,629 | Added |
| 20 | Kestra Advisory Services, LLC | $820,739 | 9,272 | Added |
| 21 | EnRich Financial Partners LLC | $756,935 | 8,551 | Trimmed |
| 22 | Signature Resources Capital Management, LLC | $745,338 | 8,420 | Hold |
| 23 | Oak Wealth Advisors LLC | $673,460 | 7,608 | Trimmed |
| 24 | QUARRY HILL ADVISORS, LLC | $643,629 | 7,271 | Trimmed |
| 25 | Silver Oak Advisory Group, Inc. | $567,000 | 6,409 | New |