| 1 | Verum Partners LLC | $64.3M | 841,112 | Added |
| 2 | Aprio Wealth Management, LLC | $43.7M | 571,707 | Trimmed |
| 3 | Mills Wealth Advisors LLC | $34.4M | 450,834 | Added |
| 4 | Confluence Wealth Services, Inc. | $25.2M | 329,907 | Added |
| 5 | Opus Capital Group, LLC | $19.0M | 248,789 | Trimmed |
| 6 | San Luis Wealth Advisors LLC | $16.4M | 214,094 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $15.8M | 207,390 | Added |
| 8 | MB, LEVIS & ASSOCIATES, LLC | $14.0M | 182,879 | Added |
| 9 | CGN Advisors LLC | $13.2M | 173,051 | Added |
| 10 | Tradewinds Capital Management, LLC | $11.8M | 153,988 | New |
| 11 | Mallini Complete Financial Planning LLC | $10.1M | 131,776 | New |
| 12 | Verus Financial Partners, Inc. | $9.1M | 118,924 | Added |
| 13 | Penney Financial, LLC | $8.7M | 113,444 | New |
| 14 | Keystone Financial Group, Inc. | $8.3M | 109,104 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 92,269 | Added |
| 16 | Physician Wealth Advisors, Inc. | $6.8M | 88,686 | Added |
| 17 | Tilson Financial Group, Inc. | $6.7M | 87,581 | Added |
| 18 | D'Orazio & Associates, Inc. | $5.9M | 76,991 | Added |
| 19 | Physician Wealth Solutions Inc. | $5.7M | 74,716 | Added |
| 20 | Blume Capital Management, Inc. | $5.7M | 74,350 | Added |
| 21 | EQ WEALTH ADVISORS, LLC | $5.0M | 65,564 | Added |
| 22 | QUANTUM FINANCIAL PARTNERS LLC | $4.8M | 63,060 | New |
| 23 | Beaird Harris Wealth Management, LLC | $4.2M | 55,414 | Added |
| 24 | S.A. Mason LLC | $4.0M | 52,780 | Added |
| 25 | Gutierrez Wealth Advisory, LLC | $3.7M | 48,718 | Trimmed |