| 1 | HB Wealth Management, LLC | $31.4M | 666,586 | Trimmed |
| 2 | Roberts Wealth Advisors, LLC | $29.5M | 626,222 | Added |
| 3 | CGN Advisors LLC | $21.0M | 445,972 | Added |
| 4 | Apella Capital, LLC | $19.5M | 414,958 | Trimmed |
| 5 | Bridgewealth Advisory Group, LLC | $18.3M | 387,797 | Added |
| 6 | Roof Eidam Maycock Peralta, LLC | $16.4M | 347,102 | Trimmed |
| 7 | SkyOak Wealth, LLC | $14.8M | 313,090 | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | $14.7M | 312,314 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 145,674 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 127,950 | Added |
| 11 | Boyce & Associates Wealth Consulting, Inc. | $5.8M | 122,458 | Added |
| 12 | New Insight Wealth Advisors | $4.9M | 103,714 | Added |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | $4.9M | 102,898 | Trimmed |
| 14 | NOESIS CAPITAL MANGEMENT CORP | $4.8M | 102,715 | Added |
| 15 | BELLEVUE ASSET MANAGEMENT, LLC | $3.9M | 83,297 | Trimmed |
| 16 | 21 West Wealth Management LLC | $3.6M | 76,794 | Trimmed |
| 17 | HARBOUR INVESTMENT MANAGEMENT LLC | $3.4M | 71,860 | Added |
| 18 | Heritage Wealth Management, Inc. | $2.5M | 52,686 | Added |
| 19 | Clear Creek Financial Management, LLC | $2.4M | 50,862 | Added |
| 20 | Farther Finance Advisors, LLC | $1.9M | 40,549 | Added |
| 21 | FAGAN ASSOCIATES, INC. | $1.8M | 38,750 | Added |
| 22 | LexAurum Advisors, LLC | $1.8M | 37,824 | Added |
| 23 | Clear Point Advisors Inc. | $1.7M | 37,040 | New |
| 24 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.7M | 35,391 | Added |
| 25 | Blueprint Investment Partners LLC | $1.5M | 31,817 | Added |