| 1 | Capital Investment Services of America, Inc. | $21.5M | 280,929 | Added |
| 2 | TRUIST FINANCIAL CORP | $19.2M | 251,105 | Added |
| 3 | Mills Wealth Advisors LLC | $12.6M | 164,926 | Trimmed |
| 4 | S.A. Mason LLC | $12.6M | 163,888 | Added |
| 5 | Opus Capital Group, LLC | $11.4M | 148,913 | Added |
| 6 | Keystone Financial Group, Inc. | $10.9M | 142,196 | Added |
| 7 | CGN Advisors LLC | $9.5M | 124,154 | Added |
| 8 | Acumen Wealth Advisors, LLC | $6.3M | 82,467 | Added |
| 9 | Beaird Harris Wealth Management, LLC | $5.7M | 74,692 | Added |
| 10 | IRON Financial LLC | $5.0M | 65,840 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 65,487 | Added |
| 12 | Belpointe Asset Management LLC | $3.9M | 50,421 | Added |
| 13 | Alliance Private Wealth, LLC | $3.5M | 45,501 | Trimmed |
| 14 | Professional Financial Advisors, LLC | $2.9M | 38,255 | Added |
| 15 | Platt Wealth Management LLC | $2.8M | 36,742 | Added |
| 16 | Bedel Financial Consulting, Inc. | $2.3M | 30,560 | New |
| 17 | Aprio Wealth Management, LLC | $2.1M | 27,970 | Added |
| 18 | MBM WEALTH CONSULTANTS, LLC | $2.1M | 27,594 | New |
| 19 | Harbor Group, Inc. | $2.0M | 25,899 | Trimmed |
| 20 | Stonebridge Financial Group, LLC | $1.8M | 23,716 | Added |
| 21 | Verum Partners LLC | $1.8M | 23,102 | Added |
| 22 | Burton Enright Welch | $1.6M | 21,387 | Added |
| 23 | CRA Financial Services, LLC | $1.4M | 17,988 | Trimmed |
| 24 | Baker Ellis Asset Management LLC | $1.3M | 16,400 | Added |
| 25 | TCI Wealth Advisors, Inc. | $1.2M | 15,420 | New |