| 1 | Avior Wealth Management, LLC | $42.5M | 2.2M | Trimmed |
| 2 | Brookstone Capital Management | $28.1M | 1.4M | Trimmed |
| 3 | TLWM | $26.4M | 1.3M | Added |
| 4 | Clark Asset Management, LLC | $25.6M | 1.3M | Added |
| 5 | Kestra Advisory Services, LLC | $23.7M | 1.2M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $23.0M | 1.2M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $22.9M | 1.2M | Added |
| 8 | Cornerstone Wealth Management, LLC | $17.3M | 881,984 | Added |
| 9 | Asset Dedication, LLC | $16.7M | 852,276 | Added |
| 10 | Financial Solutions Advisory Group, Inc. | $16.3M | 828,687 | New |
| 11 | OLD SECOND NATIONAL BANK OF AURORA | $15.1M | 771,905 | Trimmed |
| 12 | KIRR MARBACH & CO LLC /IN/ | $14.8M | 755,049 | Trimmed |
| 13 | WLTH Capital Management, LLC | $12.8M | 652,354 | New |
| 14 | TRUIST FINANCIAL CORP | $12.0M | 611,334 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.8M | 602,549 | Added |
| 16 | COOKSON PEIRCE & CO INC | $11.2M | 570,678 | Added |
| 17 | AA Financial Advisors, LLC | $11.1M | 566,702 | Added |
| 18 | Straight Path Wealth Management | $10.9M | 556,563 | Added |
| 19 | Ledgewood Wealth Advisors, LLC | $10.8M | 549,634 | Added |
| 20 | CENTRAL VALLEY ADVISORS, LLC | $10.8M | 548,206 | Trimmed |
| 21 | KICKSTAND VENTURES, LLC. | $10.7M | 544,302 | Added |
| 22 | Legacy Private Trust Co. | $10.2M | 521,529 | Added |
| 23 | Red Spruce Capital, LLC | $10.2M | 519,461 | Trimmed |
| 24 | Ironwood Financial, llc | $10.1M | 511,901 | Trimmed |
| 25 | CHATHAM CAPITAL GROUP, INC. | $10.0M | 511,915 | Trimmed |