| 1 | TRUIST FINANCIAL CORP | $74.2M | 3.0M | Added |
| 2 | BENJAMIN EDWARDS INC | $36.6M | 1.5M | Trimmed |
| 3 | Broadway Wealth Solutions, Inc. | $29.2M | 1.2M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $21.9M | 874,340 | Added |
| 5 | Wilkerson Advisory Group LLC | $15.7M | 625,688 | Added |
| 6 | Platform Technology Partners | $13.9M | 554,045 | Added |
| 7 | Allegheny Financial Group | $9.9M | 395,812 | Added |
| 8 | Beaumont Financial Advisors, LLC | $8.2M | 326,633 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.6M | 305,718 | Added |
| 10 | RMR Wealth Builders | $6.5M | 258,829 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 182,352 | Trimmed |
| 12 | Signature Equity Partners, LLC | $4.0M | 161,264 | Trimmed |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 78,398 | Trimmed |
| 14 | River Street Advisors LLC | $1.8M | 73,123 | Added |
| 15 | WESBANCO BANK INC | $1.8M | 71,183 | Added |
| 16 | Concurrent Investment Advisors, LLC | $1.6M | 64,932 | New |
| 17 | Prosperity Financial Group, Inc. | $1.0M | 41,479 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.0M | 41,088 | Added |
| 19 | Petros Family Wealth, LLC | $679,623 | 27,082 | New |
| 20 | First Citizens Financial Corp | $613,698 | 24,455 | Added |
| 21 | Aurora Private Wealth, Inc. | $481,000 | 19,176 | Trimmed |
| 22 | OLD SECOND NATIONAL BANK OF AURORA | $441,220 | 17,582 | Added |
| 23 | Claro Advisors LLC | $439,163 | 17,500 | Hold |
| 24 | FIRST UNITED BANK & TRUST | $374,944 | 14,941 | Added |
| 25 | Towerpoint Wealth, LLC | $302,269 | 12,045 | Hold |