| 1 | HOWARD FINANCIAL SERVICES, LTD. | $40.1M | 327,925 | Trimmed |
| 2 | Campbell Deegan Wealth Management, LLC | $24.2M | 197,674 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 182,053 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $15.0M | 122,668 | Added |
| 5 | Darrow Company, Inc. | $13.9M | 113,925 | Added |
| 6 | Longview Financial Advisors, Inc. | $13.9M | 113,518 | Added |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $13.5M | 110,158 | Added |
| 8 | Elevation Capital Advisory, LLC | $9.8M | 80,162 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 78,871 | Trimmed |
| 10 | 1900 WEALTH MANAGEMENT LLC | $8.6M | 69,966 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 66,955 | Trimmed |
| 12 | Private Advisor Group, LLC | $7.4M | 60,700 | Added |
| 13 | TRUIST FINANCIAL CORP | $6.7M | 54,944 | Trimmed |
| 14 | Johnson & White Wealth Management, LLC | $6.1M | 50,271 | Added |
| 15 | D.A. DAVIDSON & CO. | $6.1M | 49,525 | Added |
| 16 | Alhambra Investment Management LLC | $5.7M | 46,553 | Trimmed |
| 17 | Sovran Advisors, LLC | $5.1M | 40,711 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.8M | 39,216 | Added |
| 19 | Hudock, Inc. | $4.4M | 36,350 | Added |
| 20 | FIRST UNITED BANK & TRUST | $4.4M | 36,039 | Trimmed |
| 21 | Grange Capital, LLC | $4.3M | 35,063 | Trimmed |
| 22 | Eagle Strategies LLC | $4.2M | 34,683 | Trimmed |
| 23 | OPPENHEIMER & CO INC | $3.4M | 28,173 | Trimmed |
| 24 | NWAM LLC | $3.2M | 26,069 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $3.2M | 26,046 | Trimmed |