| 1 | Diversified Enterprises, LLC | $92.2M | 3.0M | Added |
| 2 | Arlington Financial Advisors, LLC | $52.5M | 1.7M | Added |
| 3 | Venturi Wealth Management, LLC | $23.6M | 771,715 | Added |
| 4 | Grey Ledge Advisors, LLC | $10.0M | 327,158 | Trimmed |
| 5 | AMI INVESTMENT MANAGEMENT INC | $9.1M | 297,671 | Trimmed |
| 6 | Archford Capital Strategies, LLC | $8.2M | 268,505 | Added |
| 7 | Gladstone Institutional Advisory LLC | $8.0M | 261,255 | Added |
| 8 | FMA Wealth Management, LLC | $4.5M | 146,365 | Trimmed |
| 9 | KWB Wealth | $4.2M | 137,212 | Added |
| 10 | CPC Advisors, LLC | $2.8M | 91,616 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,442 | Added |
| 12 | Ascension Capital Advisors, Inc. | $1.8M | 57,596 | Added |
| 13 | Private Advisor Group, LLC | $1.6M | 52,946 | Added |
| 14 | Lansing Street Advisors | $1.5M | 50,248 | New |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 49,961 | Added |
| 16 | TRUIST FINANCIAL CORP | $1.5M | 47,549 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.1M | 37,552 | Added |
| 18 | Embree Financial Group | $1.0M | 34,236 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $663,337 | 21,721 | Trimmed |
| 20 | Annex Advisory Services, LLC | $582,310 | 19,067 | Trimmed |
| 21 | CRA Financial Services, LLC | $445,273 | 14,580 | Hold |
| 22 | STUDIO INVESTMENT MANAGEMENT LLC | $434,584 | 14,230 | Trimmed |
| 23 | SFG Wealth Management, LLC. | $427,011 | 13,982 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $338,320 | 11,078 | Trimmed |
| 25 | Worth Financial Advisory Group, LLC | $272,050 | 8,908 | New |