| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $12.7M | 692,872 | Added |
| 2 | Revolve Wealth Partners, LLC | $5.9M | 320,350 | Added |
| 3 | TRUIST FINANCIAL CORP | $5.7M | 309,537 | Added |
| 4 | BLUELINE ADVISORS LLC | $5.7M | 309,012 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 306,915 | Added |
| 6 | Colorado Capital Management, Inc. | $4.4M | 240,471 | Added |
| 7 | Vontobel Holding Ltd. | $3.1M | 169,363 | Trimmed |
| 8 | Omega Financial Group, LLC | $1.9M | 103,009 | Trimmed |
| 9 | Great Waters Wealth Management | $870,031 | 47,569 | Trimmed |
| 10 | Savvy Advisors, Inc. | $779,380 | 42,612 | Added |
| 11 | VALLEY WEALTH MANAGERS, INC. | $776,063 | 42,431 | Trimmed |
| 12 | NWAM LLC | $746,419 | 40,810 | Trimmed |
| 13 | Wagner Wealth Management, LLC | $648,620 | 35,463 | Trimmed |
| 14 | Dynamic Advisor Solutions LLC | $501,189 | 27,402 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $476,000 | 26,076 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $461,660 | 25,241 | Trimmed |
| 17 | McAdam, LLC | $411,363 | 22,491 | Trimmed |
| 18 | Wealth Enhancement Trust Services, Inc. | $259,334 | 14,179 | Trimmed |
| 19 | TCFG Investment Advisors, LLC | $228,199 | 12,443 | Hold |
| 20 | Code Waechter LLC | $218,456 | 11,944 | New |
| 21 | Sowell Financial Services LLC | $215,399 | 11,777 | Hold |
| 22 | TD PRIVATE CLIENT WEALTH LLC | $208,158 | 11,381 | Added |
| 23 | Private Advisor Group, LLC | $196,809 | 10,760 | Added |
| 24 | Friedenthal Financial | $161,062 | 8,806 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $71,434 | 3,906 | Added |