| 1 | Pines Wealth Management, LLC | $20.4M | 269,259 | Added |
| 2 | Pathway Financial Advisors LLC | $15.6M | 207,201 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $15.2M | 201,506 | Added |
| 4 | Zhang Financial LLC | $10.7M | 141,305 | Added |
| 5 | Strategic Investment Solutions, Inc. /IL | $8.1M | 107,165 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $7.8M | 102,867 | Trimmed |
| 7 | GUYASUTA INVESTMENT ADVISORS INC | $5.4M | 71,152 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 67,712 | Added |
| 9 | Values First Advisors, Inc. | $4.3M | 1,047 | New |
| 10 | Capital Investment Services of America, Inc. | $4.2M | 55,604 | Added |
| 11 | North Capital, Inc. | $2.1M | 28,027 | Trimmed |
| 12 | Sara-Bay Financial | $2.0M | 26,500 | New |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.9M | 24,672 | Added |
| 14 | Modera Wealth Management, LLC | $1.7M | 22,171 | Added |
| 15 | HB Wealth Management, LLC | $1.6M | 20,931 | New |
| 16 | Planning Center, Inc. | $1.5M | 20,119 | Trimmed |
| 17 | CULBERTSON A N & CO INC | $1.5M | 19,588 | Added |
| 18 | Steele Capital Management, Inc. | $1.4M | 17,982 | Trimmed |
| 19 | Attessa Capital LLC | $1.3M | 17,058 | Added |
| 20 | HARBOUR INVESTMENT MANAGEMENT LLC | $1.2M | 16,183 | Trimmed |
| 21 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1.1M | 14,952 | Hold |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 13,400 | Trimmed |
| 23 | ORSER CAPITAL MANAGEMENT, LLC | $1.0M | 13,230 | Hold |
| 24 | Savvy Advisors, Inc. | $900,391 | 11,900 | Added |
| 25 | Kestra Advisory Services, LLC | $876,192 | 11,581 | Added |