| 1 | Concord Wealth Partners | $12.1M | 263,359 | Added |
| 2 | Baker Avenue Asset Management, LP | $11.8M | 255,937 | Trimmed |
| 3 | Concord Asset Management, LLC/VA | $11.6M | 251,768 | Added |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.2M | 221,483 | Added |
| 5 | Allen Capital Group, LLC | $6.4M | 138,398 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 84,134 | Added |
| 7 | BIP Wealth, LLC | $2.3M | 49,647 | New |
| 8 | Private Advisor Group, LLC | $2.1M | 46,166 | Added |
| 9 | McAdam, LLC | $1.7M | 37,478 | Added |
| 10 | Farther Finance Advisors, LLC | $1.7M | 36,485 | Added |
| 11 | FDx Advisors, Inc. | $1.6M | 34,244 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.2M | 26,392 | Added |
| 13 | Heartwood Wealth Advisors LLC | $1.1M | 24,906 | Hold |
| 14 | Key Financial Inc | $1.1M | 24,280 | Hold |
| 15 | PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 23,104 | Added |
| 16 | BRANDYWINE OAK PRIVATE WEALTH LLC | $975,541 | 21,226 | Hold |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $943,780 | 20,535 | Hold |
| 18 | TRUIST FINANCIAL CORP | $908,058 | 19,758 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $871,603 | 18,965 | Trimmed |
| 20 | Fifth Third Securities, Inc. | $710,122 | 15,451 | Trimmed |
| 21 | Manske Wealth Management | $615,513 | 13,392 | Trimmed |
| 22 | Miracle Mile Advisors, LLC | $567,723 | 12,353 | Added |
| 23 | Phillip James Consulting Co. | $520,569 | 11,896 | New |
| 24 | Curbstone Financial Management Corp | $489,837 | 10,658 | Trimmed |
| 25 | AlphaCentric Advisors LLC | $484,828 | 10,549 | Added |