| 1 | Koss-Olinger Consulting, LLC | $53.9M | 1.0M | Trimmed |
| 2 | LPL Financial LLC | $47.6M | 907,121 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $38.7M | 738,588 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $32.0M | 610,879 | Added |
| 5 | Hartford Financial Management Inc. | $17.3M | 329,105 | Trimmed |
| 6 | Aprio Wealth Management, LLC | $16.6M | 316,608 | Added |
| 7 | Royal Bank of Canada | $15.7M | 299,535 | Trimmed |
| 8 | MORGAN STANLEY | $14.3M | 272,566 | Trimmed |
| 9 | Goldstein Advisors, LLC | $12.1M | 230,661 | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.2M | 213,561 | Added |
| 11 | APPLETON PARTNERS INC/MA | $10.0M | 190,724 | Added |
| 12 | Gerber Kawasaki Wealth & Investment Management | $10.0M | 190,331 | Trimmed |
| 13 | Sprinkle Financial Consultants LLC | $9.2M | 174,823 | Added |
| 14 | Keystone Financial Services, LLC | $8.5M | 161,304 | Added |
| 15 | JPMORGAN CHASE & CO | $8.0M | 155,462 | Added |
| 16 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $7.4M | 140,307 | Added |
| 17 | MAGNOLIA CAPITAL ADVISORS LLC | $7.3M | 139,921 | New |
| 18 | TRUIST FINANCIAL CORP | $7.1M | 134,828 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $7.0M | 135,129 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 128,660 | Trimmed |
| 21 | Ipsen Advisor Group LLC | $6.1M | 115,584 | Added |
| 22 | DAVENPORT & Co LLC | $5.6M | 107,752 | Added |
| 23 | Capital Advisors Wealth Management, LLC | $4.8M | 90,927 | Trimmed |
| 24 | Kingsview Wealth Management, LLC | $3.8M | 72,837 | Added |
| 25 | First Pacific Financial | $3.8M | 71,943 | Added |