| 1 | Garrett Wealth Advisory Group, LLC | $58.6M | 752,712 | Added |
| 2 | Private Advisor Group, LLC | $51.7M | 664,596 | Trimmed |
| 3 | INTEGRITY ALLIANCE, LLC. | $43.8M | 562,910 | Added |
| 4 | WealthPlan Investment Management, LLC | $40.2M | 516,386 | Added |
| 5 | Team Financial Group, LLC | $35.6M | 457,411 | Added |
| 6 | Kestra Advisory Services, LLC | $29.7M | 382,217 | Added |
| 7 | FLAGSHIP WEALTH ADVISORS, LLC | $18.2M | 233,980 | Added |
| 8 | Stenger Family Office, LLC | $14.3M | 184,220 | Trimmed |
| 9 | Maia Wealth LLC | $9.3M | 119,691 | Added |
| 10 | EASTERN BANK | $9.1M | 117,104 | Added |
| 11 | Marietta Wealth Management, LLC | $7.7M | 99,476 | Trimmed |
| 12 | NewSquare Capital LLC | $6.3M | 81,624 | Added |
| 13 | TopTier Wealth Management, LLC | $6.2M | 80,257 | Added |
| 14 | WealthPLAN Partners, LLC | $5.9M | 75,492 | Added |
| 15 | CITIGROUP INC | $5.8M | 74,209 | Added |
| 16 | Integrity Advisory Solutions, LLC | $3.7M | 47,995 | Added |
| 17 | LOWE BROCKENBROUGH & CO INC | $3.6M | 46,252 | Hold |
| 18 | BEACON FINANCIAL GROUP | $2.9M | 37,449 | Trimmed |
| 19 | Systelligence, LLC | $2.8M | 36,233 | Trimmed |
| 20 | Pine Valley Investments Ltd Liability Co | $2.8M | 36,128 | Added |
| 21 | ROCKLAND TRUST CO | $2.8M | 35,556 | Trimmed |
| 22 | LongView Wealth Management | $2.7M | 35,350 | Added |
| 23 | Modera Wealth Management, LLC | $2.7M | 34,935 | Hold |
| 24 | Chicago Partners Investment Group LLC | $2.0M | 26,434 | Added |
| 25 | DAYMARK WEALTH PARTNERS, LLC | $1.9M | 24,025 | Added |