| 1 | Aprio Wealth Management, LLC | $26.1M | 218,032 | Added |
| 2 | MinichMacGregor Wealth Management, LLC | $13.1M | 109,398 | New |
| 3 | Prospera Financial Services Inc | $12.5M | 104,530 | New |
| 4 | Well Done, LLC | $8.8M | 73,077 | New |
| 5 | Cadent Capital Advisors, LLC | $5.8M | 48,313 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 36,904 | Trimmed |
| 7 | Apollon Wealth Management, LLC | $2.1M | 17,592 | New |
| 8 | Krilogy Financial LLC | $1.4M | 11,805 | Added |
| 9 | Atria Investments, Inc | $1.3M | 11,234 | New |
| 10 | HARMONY ASSET MANAGEMENT LLC | $1.2M | 9,629 | New |
| 11 | High Point Wealth Management, LLC | $1.1M | 8,910 | Added |
| 12 | DAVENPORT & Co LLC | $870,510 | 7,270 | New |
| 13 | Nikulski Financial, Inc. | $818,507 | 6,836 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $786,000 | 6,568 | New |
| 15 | Haven Private, LLC | $779,867 | 6,513 | Added |
| 16 | TRUIST FINANCIAL CORP | $625,434 | 5,223 | Trimmed |
| 17 | Belvedere Trading LLC | $539,668 | 4,507 | New |
| 18 | Kesler, Norman & Wride, LLC | $494,184 | 4,127 | New |
| 19 | Financial Partners Group, Inc | $399,932 | 3,340 | New |
| 20 | TD Waterhouse Canada Inc. | $324,726 | 2,767 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $298,030 | 2,489 | New |
| 22 | DecisionMap Wealth Management, LLC | $291,837 | 2,437 | New |
| 23 | CITIGROUP INC | $240,155 | 2,006 | Added |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $226,342 | 1,890 | New |
| 25 | Howard Capital Management Group, LLC | $209,857 | 1,753 | New |