| 1 | MATAURO, LLC | $30.5M | 311,503 | Added |
| 2 | Farther Finance Advisors, LLC | $7.0M | 71,506 | Added |
| 3 | Stonebridge Financial Group, LLC | $6.9M | 70,793 | Added |
| 4 | Arkfeld Wealth Strategies, L.L.C. | $6.7M | 69,392 | Trimmed |
| 5 | Guild Investment Management, Inc. | $5.8M | 58,760 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.2M | 33,000 | Added |
| 7 | Financial Guidance Group, Inc. | $3.1M | 32,024 | Added |
| 8 | Kestra Advisory Services, LLC | $2.4M | 24,341 | Trimmed |
| 9 | Courage Miller Partners, LLC | $2.0M | 20,472 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 20,326 | Trimmed |
| 11 | SHAKER INVESTMENTS LLC/OH | $1.8M | 18,110 | Trimmed |
| 12 | Flaharty Asset Management, LLC | $1.6M | 16,436 | Trimmed |
| 13 | Somerset Trust Co | $1.4M | 13,982 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 12,814 | Added |
| 15 | Vanguard Capital Wealth Advisors | $1.1M | 11,242 | New |
| 16 | STEPHENS INC /AR/ | $944,138 | 9,638 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $753,038 | 7,483 | Trimmed |
| 18 | Northwest Wealth Advisors, LLC | $750,535 | 7,662 | Trimmed |
| 19 | Walker Asset Management, LLC | $656,136 | 6,698 | Added |
| 20 | Friedenthal Financial | $628,512 | 6,416 | Trimmed |
| 21 | Longview Financial Advisors, Inc. | $591,610 | 6,039 | Added |
| 22 | TRUIST FINANCIAL CORP | $574,257 | 5,862 | Added |
| 23 | McKinley Carter Wealth Services, Inc. | $557,825 | 5,694 | Trimmed |
| 24 | Private Advisor Group, LLC | $537,857 | 5,491 | Added |
| 25 | HOWARD FINANCIAL SERVICES, LTD. | $467,010 | 4,767 | Added |