| 1 | CARY STREET PARTNERS FINANCIAL LLC | $20.1M | 362,634 | Added |
| 2 | Security National Bank | $11.9M | 214,519 | Trimmed |
| 3 | Private Advisor Group, LLC | $11.8M | 212,735 | New |
| 4 | FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 184,895 | Trimmed |
| 5 | Merit Financial Group, LLC | $7.8M | 140,014 | Trimmed |
| 6 | Sterling Investment Advisors, Ltd. | $6.0M | 107,733 | Added |
| 7 | Independent Wealth Advisors LLC | $5.1M | 92,692 | Added |
| 8 | Farther Finance Advisors, LLC | $4.0M | 71,472 | Added |
| 9 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $2.2M | 39,934 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 34,313 | Trimmed |
| 11 | Investment Partners Asset Management, Inc. | $1.3M | 23,538 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $737,031 | 13,311 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $479,000 | 8,643 | Trimmed |
| 14 | Oak Wealth Advisors LLC | $419,549 | 7,577 | Added |
| 15 | TCFG Investment Advisors, LLC | $292,681 | 5,263 | Hold |
| 16 | Strategic Blueprint, LLC | $266,485 | 4,813 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $245,517 | 4,434 | New |
| 18 | High Net Worth Advisory Group LLC | $209,415 | 3,782 | New |
| 19 | IFP Advisors, Inc | $164,121 | 2,964 | Added |
| 20 | Ashton Thomas Private Wealth, LLC | $32,835 | 593 | New |
| 21 | Longview Financial Advisors LLC | $12,514 | 226 | Hold |
| 22 | Realta Investment Advisors | $0 | 0 | Exited |