| 1 | Berkshire Money Management, Inc. | $22.2M | 243,260 | Trimmed |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $1.8M | 19,820 | Added |
| 3 | RHODES INVESTMENT ADVISORS INC /ADV | $1.7M | 19,010 | Added |
| 4 | VALLEY WEALTH MANAGERS, INC. | $1.7M | 18,312 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,531 | Trimmed |
| 6 | Gladstone Institutional Advisory LLC | $1.2M | 13,123 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 12,335 | Trimmed |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $955,243 | 10,473 | New |
| 9 | Clarus Group, Inc. | $932,805 | 10,227 | Hold |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $916,531 | 10,049 | Added |
| 11 | Nova Wealth Management, Inc. | $849,413 | 9,313 | Added |
| 12 | TRUIST FINANCIAL CORP | $710,709 | 7,792 | New |
| 13 | Pathway Financial Advisers, LLC | $549,574 | 6,025 | Added |
| 14 | Financial & Tax Architects, LLC | $489,433 | 5,366 | New |
| 15 | Spire Wealth Management | $486,996 | 5,339 | Trimmed |
| 16 | LRI Investments, LLC | $340,669 | 3,735 | Hold |
| 17 | BankChampaign, National Association | $316,864 | 3,474 | Trimmed |
| 18 | Wealth Forward, LLC | $284,119 | 3,115 | New |
| 19 | Strategic Financial Concepts, LLC | $269,982 | 2,960 | New |
| 20 | Commerce Advisors, LLC | $252,834 | 2,772 | New |
| 21 | Kestra Advisory Services, LLC | $235,380 | 2,581 | New |
| 22 | MFA Wealth Services | $224,753 | 2,464 | New |
| 23 | VICTORY FINANCIAL GROUP, LLC | $221,507 | 2,429 | New |
| 24 | Ashton Thomas Private Wealth, LLC | $201,107 | 2,205 | Added |
| 25 | VALLEY NATIONAL ADVISERS INC | $110,638 | 1,213 | Hold |