| 1 | Franklin, Parlapiano, Turner & Welch, LLC | $45.2M | 477,843 | Trimmed |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $28.3M | 299,314 | Added |
| 3 | Cornerstone Planning Group LLC | $20.4M | 208,847 | Added |
| 4 | Aprio Wealth Management, LLC | $18.1M | 190,724 | Trimmed |
| 5 | Ascension Capital Advisors, Inc. | $11.4M | 120,288 | Added |
| 6 | Plan Group Financial, LLC | $7.0M | 74,274 | Added |
| 7 | Sovereign Financial Group, Inc. | $6.9M | 72,683 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 62,370 | Added |
| 9 | CASTLE WEALTH MANAGEMENT LLC | $5.9M | 62,096 | Added |
| 10 | Fonville Wealth Management LLC | $5.3M | 56,083 | Trimmed |
| 11 | Kure Advisory, LLC | $4.6M | 48,828 | Added |
| 12 | ARKANSAS FINANCIAL GROUP, INC. | $4.0M | 42,293 | Added |
| 13 | Winter & Associates, Inc. | $3.8M | 39,799 | Added |
| 14 | Procyon Advisors, LLC | $3.1M | 33,144 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.9M | 30,734 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 25,095 | Trimmed |
| 17 | CITIGROUP INC | $2.3M | 24,150 | Added |
| 18 | High Probability Advisors, LLC | $2.2M | 23,102 | Added |
| 19 | LEAVELL INVESTMENT MANAGEMENT, INC. | $2.1M | 22,513 | Added |
| 20 | Sincerus Advisory, LLC | $1.8M | 18,764 | Added |
| 21 | INTEGRITY ALLIANCE, LLC. | $1.6M | 17,065 | Added |
| 22 | M Wealth Management, LLC | $1.6M | 16,842 | Added |
| 23 | One Wealth Map LLC | $1.6M | 15,932 | Added |
| 24 | LongView Wealth Management | $1.6M | 16,532 | Added |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.5M | 16,340 | Added |