| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $62.6M | 1.9M | Added |
| 2 | Southern Financial Group, LLC | $35.2M | 1.1M | New |
| 3 | CGC Financial Services, LLC | $29.1M | 882,395 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.2M | 461,134 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 415,196 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $7.4M | 223,537 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $6.3M | 192,024 | Added |
| 8 | Kestra Advisory Services, LLC | $5.6M | 168,610 | Added |
| 9 | Anson Capital, Inc. | $4.1M | 123,211 | Trimmed |
| 10 | OmniStar Financial Group, Inc. | $2.9M | 86,816 | Added |
| 11 | InTrack Investment Management Inc | $1.9M | 58,874 | Trimmed |
| 12 | Summit Wealth Partners, LLC | $1.9M | 58,449 | Added |
| 13 | Global Trust Asset Management, LLC | $1.2M | 35,834 | Added |
| 14 | Koshinski Asset Management, Inc. | $1.1M | 34,699 | Hold |
| 15 | CRA Financial Services, LLC | $1.1M | 32,660 | Trimmed |
| 16 | Grant Private Wealth Management Inc | $966,496 | 29,350 | Trimmed |
| 17 | Signature Wealth Management Partners, LLC | $884,394 | 26,857 | Added |
| 18 | Brookstone Capital Management | $786,945 | 23,898 | Added |
| 19 | Fifth Third Securities, Inc. | $510,481 | 15,502 | New |
| 20 | COURIER CAPITAL LLC | $389,167 | 11,818 | Hold |
| 21 | B. Riley Wealth Advisors, Inc. | $327,700 | 10,000 | Hold |
| 22 | MBL Wealth, LLC | $315,305 | 9,575 | New |
| 23 | Elser Financial Planning, Inc | $312,308 | 9,484 | Hold |
| 24 | Breakwater Capital Group | $270,882 | 8,226 | Trimmed |
| 25 | ADAMSBROWN WEALTH CONSULTANTS LLC | $244,019 | 7,410 | New |