| 1 | PINKERTON WEALTH, LLC | $187.1M | 1.6M | New |
| 2 | Modera Wealth Management, LLC | $95.3M | 697,547 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $77.8M | 569,424 | Trimmed |
| 4 | M&T Bank Corp | $74.4M | 544,152 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $63.7M | 465,878 | Trimmed |
| 6 | BAILARD, INC. | $36.2M | 265,163 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $36.2M | 264,822 | Added |
| 8 | Heartwood Wealth Advisors LLC | $33.7M | 246,437 | Added |
| 9 | GHP Investment Advisors, Inc. | $26.6M | 194,925 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $25.8M | 188,438 | Added |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $24.9M | 182,126 | Added |
| 12 | Probity Advisors, Inc. | $23.1M | 169,228 | Trimmed |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | $19.0M | 139,128 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $16.3M | 119,236 | Trimmed |
| 15 | Wealth Architects, LLC | $14.9M | 108,795 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $14.0M | 102,795 | Added |
| 17 | TABR Capital Management, LLC | $11.8M | 86,085 | New |
| 18 | HOME FEDERAL BANK OF TENNESSEE | $11.3M | 82,628 | Trimmed |
| 19 | Chicago Partners Investment Group LLC | $10.8M | 79,292 | Added |
| 20 | Merit Financial Group, LLC | $10.8M | 78,669 | Trimmed |
| 21 | Evanson Financial, LLC | $10.6M | 77,708 | New |
| 22 | RTD Financial Advisors, Inc. | $10.5M | 76,982 | Trimmed |
| 23 | JFS WEALTH ADVISORS, LLC | $9.8M | 71,803 | Trimmed |
| 24 | Capital Advisors, Ltd. LLC | $9.8M | 71,773 | Added |
| 25 | Private Advisor Group, LLC | $9.3M | 68,001 | Added |