| 1 | Harel Insurance Investments & Financial Services Ltd. | $247.2M | 3.6M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 239,009 | Trimmed |
| 3 | Independence Financial Advisors, LLC | $12.9M | 185,438 | Added |
| 4 | Kestra Advisory Services, LLC | $11.7M | 168,719 | Added |
| 5 | REDSTONE WEALTH MANAGEMENT, LLC | $11.6M | 166,702 | Added |
| 6 | Crumly & Associates Inc. | $9.8M | 140,850 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $8.8M | 126,160 | Added |
| 8 | AE Wealth Management LLC | $8.4M | 120,581 | Added |
| 9 | CITIGROUP INC | $8.2M | 117,884 | Added |
| 10 | Yoder Wealth Management, Inc. | $8.2M | 117,773 | Added |
| 11 | Vertex Investment Solutions Co., Ltd. | $6.3M | 89,900 | New |
| 12 | SOUTHERN CAPITAL ADVISORS, LLC | $5.0M | 71,828 | Added |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $4.4M | 62,747 | Added |
| 14 | Smith Salley Wealth Management | $4.0M | 57,756 | Trimmed |
| 15 | Maltin Wealth Management, Inc. | $3.6M | 51,696 | Added |
| 16 | Alliance Private Wealth, LLC | $2.2M | 31,541 | Added |
| 17 | Stonebridge Financial Planning Group, LLC | $2.0M | 28,789 | Added |
| 18 | LYNCH & ASSOCIATES/IN | $1.9M | 27,319 | Added |
| 19 | Mechanics Bank Trust Department | $1.6M | 23,616 | Added |
| 20 | CX Institutional | $1.6M | 23,476 | Trimmed |
| 21 | AMERICAN NATIONAL BANK & TRUST | $1.6M | 22,478 | Added |
| 22 | Heck Capital Advisors, LLC | $1.5M | 20,959 | Trimmed |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 19,709 | Trimmed |
| 24 | Merit Financial Group, LLC | $1.2M | 17,732 | Added |
| 25 | EPG Wealth Management LLC | $1.2M | 17,495 | Added |