| 1 | Capital Investment Services of America, Inc. | $19.5M | 256,084 | Added |
| 2 | Mills Wealth Advisors LLC | $13.0M | 170,012 | Added |
| 3 | TRUIST FINANCIAL CORP | $11.5M | 150,740 | Added |
| 4 | Opus Capital Group, LLC | $10.2M | 134,358 | Added |
| 5 | S.A. Mason LLC | $9.1M | 119,047 | Added |
| 6 | American Investment Services, Inc. | $8.9M | 116,464 | Added |
| 7 | Keystone Financial Group, Inc. | $8.6M | 112,123 | Added |
| 8 | CGN Advisors LLC | $7.9M | 104,157 | Added |
| 9 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $4.5M | 58,614 | Added |
| 10 | Alliance Private Wealth, LLC | $4.2M | 54,937 | Added |
| 11 | MASTER'S WEALTH MANAGEMENT INC. | $4.0M | 52,711 | Added |
| 12 | RW Investment Management LLC | $3.8M | 49,972 | New |
| 13 | IRON Financial LLC | $3.5M | 45,262 | New |
| 14 | Bank of New York Mellon Corp | $3.3M | 42,748 | New |
| 15 | Belpointe Asset Management LLC | $3.1M | 40,621 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 38,218 | Added |
| 17 | Rialto Wealth Management, LLC | $2.8M | 36,598 | Added |
| 18 | Dakota Wealth Management | $2.5M | 32,674 | Trimmed |
| 19 | Professional Financial Advisors, LLC | $2.5M | 32,565 | New |
| 20 | Topsail Wealth Management, LLC | $2.5M | 32,262 | Added |
| 21 | Harbor Group, Inc. | $2.4M | 31,458 | Added |
| 22 | Platt Wealth Management LLC | $2.1M | 26,960 | Added |
| 23 | Aprio Wealth Management, LLC | $2.1M | 26,945 | Hold |
| 24 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 25,708 | Added |
| 25 | Beaird Harris Wealth Management, LLC | $2.0M | 25,641 | New |