| 1 | Hartford Financial Management Inc. | $19.4M | 322,294 | Trimmed |
| 2 | Aprio Wealth Management, LLC | $15.5M | 257,360 | Trimmed |
| 3 | Goldstein Advisors, LLC | $13.9M | 230,728 | Added |
| 4 | TRUIST FINANCIAL CORP | $11.0M | 182,399 | Added |
| 5 | Sprinkle Financial Consultants LLC | $10.8M | 179,745 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 165,572 | Added |
| 7 | Keystone Financial Services, LLC | $9.7M | 161,413 | Added |
| 8 | Financial Solutions Advisory Group, Inc. | $8.7M | 145,788 | New |
| 9 | Ipsen Advisor Group LLC | $7.0M | 116,107 | Added |
| 10 | DAVENPORT & Co LLC | $5.7M | 94,588 | Trimmed |
| 11 | Capital Advisors Wealth Management, LLC | $5.5M | 91,151 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $5.2M | 85,604 | Added |
| 13 | First Pacific Financial | $4.3M | 70,723 | Trimmed |
| 14 | Family Capital Management, Inc. | $3.9M | 65,362 | Trimmed |
| 15 | QUANTUM FINANCIAL PARTNERS LLC | $3.4M | 56,119 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 43,455 | Added |
| 17 | LexAurum Advisors, LLC | $2.1M | 35,118 | Trimmed |
| 18 | APPLETON PARTNERS INC/MA | $2.1M | 35,055 | Trimmed |
| 19 | J.W. COLE ADVISORS, INC. | $1.9M | 31,825 | Added |
| 20 | Fifth Third Securities, Inc. | $1.8M | 30,136 | Trimmed |
| 21 | KWB Wealth | $1.7M | 27,808 | Added |
| 22 | Cornerstone Wealth Management, LLC | $1.6M | 25,823 | Trimmed |
| 23 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.1M | 18,980 | Trimmed |
| 24 | Gallacher Capital Management LLC | $905,277 | 15,047 | Added |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $802,361 | 13,336 | Added |