| 1 | Annex Advisory Services, LLC | $28.9M | 476,282 | New |
| 2 | Nelson Capital Management, LLC | $5.7M | 93,976 | Added |
| 3 | 1 NORTH WEALTH SERVICES LLC | $3.0M | 48,935 | Added |
| 4 | Aprio Wealth Management, LLC | $2.9M | 47,456 | Trimmed |
| 5 | AE Wealth Management LLC | $2.8M | 46,046 | Added |
| 6 | Gladstone Institutional Advisory LLC | $2.7M | 44,196 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.5M | 41,582 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 40,957 | Trimmed |
| 9 | RAINIER FAMILY WEALTH INC | $2.1M | 35,395 | Added |
| 10 | Private Advisor Group, LLC | $1.9M | 32,085 | Added |
| 11 | Solutions 4 Wealth, Ltd | $1.3M | 21,712 | Added |
| 12 | Wealthcare Advisory Partners LLC | $1.2M | 19,126 | Trimmed |
| 13 | TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 18,689 | Added |
| 14 | Krilogy Financial LLC | $1.1M | 18,250 | Added |
| 15 | DARA CAPITAL US, INC. | $1.0M | 17,115 | Hold |
| 16 | NAPLES GLOBAL ADVISORS, LLC | $941,309 | 15,505 | Trimmed |
| 17 | POM Investment Strategies, LLC | $909,828 | 14,986 | Added |
| 18 | Chicago Partners Investment Group LLC | $798,038 | 13,551 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $724,122 | 11,928 | Trimmed |
| 20 | Kovack Advisors, Inc. | $711,401 | 11,679 | Hold |
| 21 | Centurion Wealth Management LLC | $626,954 | 10,327 | Trimmed |
| 22 | Waldron Private Wealth LLC | $621,974 | 10,245 | Hold |
| 23 | WARNER FINANCIAL, INC | $598,004 | 9,850 | Added |
| 24 | Penobscot Investment Management Company, Inc. | $522,229 | 8,602 | Trimmed |
| 25 | Capital Advisors, Ltd. LLC | $480,000 | 7,905 | Added |