| 1 | CPC Advisors, LLC | $52.8M | 1.3M | Added |
| 2 | Sequoia Financial Advisors, LLC | $17.7M | 422,510 | Trimmed |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $9.7M | 230,381 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 223,609 | Added |
| 5 | Elmwood Wealth Management, Inc. | $8.6M | 205,229 | Added |
| 6 | ARQ WEALTH ADVISORS, LLC | $7.1M | 164,798 | New |
| 7 | EverSource Wealth Advisors, LLC | $6.9M | 165,082 | Added |
| 8 | TRUIST FINANCIAL CORP | $5.7M | 135,849 | Added |
| 9 | Atlas Wealth LLC | $5.4M | 127,500 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 123,897 | Trimmed |
| 11 | IAM Advisory, LLC | $4.4M | 103,899 | Added |
| 12 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 90,798 | Added |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $2.7M | 65,126 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 48,847 | Added |
| 15 | CAP Partners, LLC | $2.0M | 46,446 | Added |
| 16 | Capital Investment Advisory Services, LLC | $1.9M | 45,214 | Added |
| 17 | URS Advisory LLC | $1.6M | 37,539 | Trimmed |
| 18 | Northwest Financial Advisors | $1.5M | 35,333 | Trimmed |
| 19 | WEST MICHIGAN ADVISORS, LLC | $1.3M | 30,902 | Hold |
| 20 | Private Advisor Group, LLC | $1.2M | 28,527 | Added |
| 21 | Karras Company, Inc. | $1.2M | 28,420 | Added |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $1.1M | 26,298 | New |
| 23 | Bright Futures Wealth Management, LLC. | $1.0M | 24,527 | Trimmed |
| 24 | Savvy Advisors, Inc. | $1.0M | 24,310 | Trimmed |
| 25 | JOHNSON INVESTMENT COUNSEL INC | $966,630 | 23,015 | Hold |