| 1 | Berkeley, Inc | $29.1M | 664,929 | Added |
| 2 | KWB Wealth | $23.7M | 542,925 | Added |
| 3 | Integrated Capital Management, LLC | $16.5M | 377,231 | Added |
| 4 | Marks Group Wealth Management, Inc | $14.1M | 322,617 | New |
| 5 | Heck Capital Advisors, LLC | $13.0M | 298,391 | Trimmed |
| 6 | Elevated Financial Group LLC | $11.4M | 261,428 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $11.2M | 255,924 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $10.7M | 244,324 | Added |
| 9 | BOS Asset Management, LLC | $10.5M | 239,408 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $10.1M | 230,779 | Added |
| 11 | Well Done, LLC | $9.0M | 205,312 | Trimmed |
| 12 | Cornerstone Wealth Management, LLC | $6.8M | 154,725 | Trimmed |
| 13 | Falcon Wealth Planning | $4.7M | 107,492 | Trimmed |
| 14 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.1M | 93,380 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 89,650 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $3.4M | 77,555 | Hold |
| 17 | Legacy Wealth Partners, LLC | $3.3M | 4,526 | New |
| 18 | Breakwater Capital Group | $2.9M | 65,396 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 60,800 | Added |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.4M | 54,062 | Added |
| 21 | 1900 WEALTH MANAGEMENT LLC | $2.0M | 44,753 | Trimmed |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 42,916 | Added |
| 23 | Private Advisor Group, LLC | $1.4M | 30,904 | Added |
| 24 | INTERACTIVE FINANCIAL ADVISORS, INC. | $1.2M | 28,039 | Trimmed |
| 25 | Octavia Wealth Advisors, LLC | $1.2M | 27,732 | Trimmed |