| 1 | AFFINITY WEALTH MANAGEMENT LLC | $16.7M | 145,721 | Trimmed |
| 2 | Ameliora Wealth Management Ltd. | $7.8M | 68,108 | Added |
| 3 | Robertson Stephens Wealth Management, LLC | $4.8M | 41,979 | Trimmed |
| 4 | Financial Enhancement Group LLC | $3.7M | 32,388 | Trimmed |
| 5 | CERTUITY, LLC | $2.6M | 22,513 | Trimmed |
| 6 | PRIMORIS WEALTH ADVISORS, LLC | $2.5M | 22,000 | New |
| 7 | Next Level Private LLC | $979,597 | 8,534 | Added |
| 8 | COOKSON PEIRCE & CO INC | $968,943 | 8,441 | Added |
| 9 | LAUREL OAK WEALTH MANAGEMENT, LLC | $965,613 | 8,412 | Trimmed |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $700,360 | 6,130 | Hold |
| 11 | Kestra Advisory Services, LLC | $691,682 | 6,026 | Trimmed |
| 12 | Onyx Bridge Wealth Group LLC | $615,483 | 5,362 | Trimmed |
| 13 | Almanack Investment Partners, LLC. | $602,648 | 5,250 | Hold |
| 14 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $586,003 | 5,105 | Hold |
| 15 | SHEETS SMITH WEALTH MANAGEMENT | $541,005 | 4,713 | Hold |
| 16 | NOESIS CAPITAL MANGEMENT CORP | $487,628 | 4,248 | Hold |
| 17 | GFG Capital, LLC | $480,511 | 4,186 | Hold |
| 18 | FIRST CITIZENS BANK & TRUST CO | $446,418 | 3,889 | Hold |
| 19 | Merit Financial Group, LLC | $429,930 | 3,745 | Trimmed |
| 20 | OPPENHEIMER & CO INC | $421,624 | 3,673 | New |
| 21 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $401,765 | 3,500 | Hold |
| 22 | Flagship Private Wealth, LLC | $312,462 | 2,722 | New |
| 23 | Wealthcare Advisory Partners LLC | $234,412 | 2,042 | Added |
| 24 | GRIFFIN ASSET MANAGEMENT, INC. | $214,083 | 1,865 | New |
| 25 | FIRST UNITED BANK & TRUST | $114,790 | 1,000 | Hold |