| 1 | HBK Sorce Advisory LLC | $262.1M | 3.5M | Added |
| 2 | Aprio Wealth Management, LLC | $47.4M | 631,116 | Added |
| 3 | Verum Partners LLC | $45.3M | 602,359 | Added |
| 4 | Karpus Management, Inc. | $44.3M | 590,059 | Added |
| 5 | Mills Wealth Advisors LLC | $30.0M | 399,237 | Added |
| 6 | Topsail Wealth Management, LLC | $28.9M | 384,157 | Added |
| 7 | Focus Partners Wealth | $23.1M | 307,708 | Added |
| 8 | Confluence Wealth Services, Inc. | $20.2M | 269,435 | Added |
| 9 | Opus Capital Group, LLC | $18.8M | 249,876 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $18.3M | 245,112 | Added |
| 11 | San Luis Wealth Advisors LLC | $17.3M | 230,441 | Trimmed |
| 12 | MB, LEVIS & ASSOCIATES, LLC | $13.7M | 181,877 | Added |
| 13 | Elite Life Management LLC | $13.2M | 173,841 | New |
| 14 | CGN Advisors LLC | $12.9M | 172,279 | Trimmed |
| 15 | HighTower Advisors, LLC | $8.2M | 108,489 | Added |
| 16 | Verus Financial Partners, Inc. | $7.4M | 97,483 | Added |
| 17 | TAGStone Capital, Inc. | $7.3M | 97,174 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $7.0M | 92,586 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 88,953 | Added |
| 20 | Physician Wealth Advisors, Inc. | $6.6M | 87,225 | Added |
| 21 | TFO Wealth Partners, LLC | $6.2M | 82,559 | Added |
| 22 | Tilson Financial Group, Inc. | $5.5M | 73,771 | Added |
| 23 | Physician Wealth Solutions Inc. | $5.3M | 71,095 | Trimmed |
| 24 | Blume Capital Management, Inc. | $5.3M | 70,650 | Trimmed |
| 25 | Keystone Financial Group, Inc. | $4.5M | 59,661 | Added |