| 1 | Apella Capital, LLC | $15.4M | 84,331 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 56,266 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $8.7M | 47,683 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 44,050 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $7.2M | 39,492 | Added |
| 6 | Elevation Capital Advisory, LLC | $7.1M | 38,714 | New |
| 7 | STEINBERGANNA WEALTH MANAGEMENT | $6.6M | 36,265 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 35,344 | Trimmed |
| 9 | MONEY CONCEPTS CAPITAL CORP | $5.5M | 29,949 | Added |
| 10 | ASPIRIANT, LLC | $5.4M | 29,744 | Hold |
| 11 | ARKANSAS FINANCIAL GROUP, INC. | $5.4M | 29,721 | Added |
| 12 | Merit Financial Group, LLC | $5.2M | 28,750 | Hold |
| 13 | First Heartland Consultants, Inc. | $4.3M | 23,497 | Trimmed |
| 14 | Asset Advisors Investment Management, LLC | $3.9M | 21,249 | Trimmed |
| 15 | ASL Financial, LLC | $3.7M | 20,240 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $3.4M | 18,553 | Trimmed |
| 17 | Finley Financial, LLC | $2.6M | 14,017 | Trimmed |
| 18 | Sage Investment Advisers LLC | $2.2M | 12,107 | Added |
| 19 | Mine & Arao Wealth Creation & Management, LLC. | $1.9M | 10,568 | Trimmed |
| 20 | Thomasville National Bank | $1.9M | 10,335 | Trimmed |
| 21 | KERR FINANCIAL PLANNING Corp | $1.8M | 9,769 | Trimmed |
| 22 | Kaydan Wealth Management, Inc. | $1.7M | 9,273 | Hold |
| 23 | Farther Finance Advisors, LLC | $1.6M | 8,621 | Trimmed |
| 24 | Cullen/Frost Bankers, Inc. | $1.3M | 7,363 | Added |
| 25 | Clark Asset Management, LLC | $1.3M | 6,900 | Added |