| 1 | Harbor Group, Inc. | $54.7M | 945,316 | Added |
| 2 | EAGLE WEALTH STRATEGIES LLC | $27.3M | 471,779 | Added |
| 3 | FINANCIAL CONSULATE, INC | $22.0M | 379,294 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 288,323 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $15.8M | 273,486 | Added |
| 6 | Private Advisor Group, LLC | $15.5M | 267,111 | Trimmed |
| 7 | Sherrill & Hutchins Financial Advisory, Inc | $14.3M | 246,185 | Added |
| 8 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $13.1M | 226,978 | Trimmed |
| 9 | TrustBank | $10.8M | 185,943 | Added |
| 10 | Keystone Financial Services, LLC | $8.9M | 153,341 | Added |
| 11 | KPP Advisory Services LLC | $8.4M | 144,941 | Added |
| 12 | Atria Investments, Inc | $8.1M | 140,448 | Added |
| 13 | Integrity Financial Corp /WA | $7.1M | 122,116 | Trimmed |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.2M | 107,328 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 105,951 | Trimmed |
| 16 | Thomasville National Bank | $4.9M | 85,166 | Added |
| 17 | Family Capital Management, Inc. | $4.8M | 82,223 | Added |
| 18 | IFP Advisors, Inc | $4.7M | 81,614 | Added |
| 19 | Kestra Advisory Services, LLC | $4.2M | 72,570 | Added |
| 20 | Intrua Financial, LLC | $3.3M | 57,245 | Added |
| 21 | Orgel Wealth Management, LLC | $3.2M | 54,702 | Trimmed |
| 22 | Focus Financial Network, Inc. | $3.1M | 53,345 | Added |
| 23 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $2.9M | 49,434 | Trimmed |
| 24 | Berger Financial Group, Inc | $2.4M | 41,225 | Trimmed |
| 25 | Riverbend Wealth Management, LLC | $2.3M | 39,054 | Added |