| 1 | Wescott Financial Advisory Group, LLC | $74.9M | 739,648 | Added |
| 2 | Gleason Group, Inc. | $31.7M | 312,892 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 100,525 | Added |
| 4 | Beacon Bank & Trust | $9.7M | 96,154 | Added |
| 5 | Beaird Harris Wealth Management, LLC | $9.6M | 94,970 | Trimmed |
| 6 | S.A. Mason LLC | $9.4M | 92,425 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.2M | 90,508 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 83,629 | Trimmed |
| 9 | Hughes Financial Services, LLC | $8.2M | 81,423 | Added |
| 10 | TRUIST FINANCIAL CORP | $7.2M | 71,012 | Trimmed |
| 11 | Apella Capital, LLC | $6.5M | 64,172 | Trimmed |
| 12 | ECLECTIC ASSOCIATES INC /ADV | $6.2M | 61,227 | Added |
| 13 | Capital Investment Services of America, Inc. | $5.4M | 53,210 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $5.2M | 51,760 | Added |
| 15 | Firestone Capital Management | $5.2M | 51,071 | Trimmed |
| 16 | BlueChip Wealth Advisors LLC | $4.6M | 45,299 | Added |
| 17 | Ashton Thomas Private Wealth, LLC | $4.4M | 43,681 | Trimmed |
| 18 | Bedel Financial Consulting, Inc. | $3.9M | 38,035 | Added |
| 19 | Haven Private, LLC | $3.5M | 34,656 | Trimmed |
| 20 | Aspire Private Capital, LLC | $3.5M | 34,356 | Added |
| 21 | GENESIS PRIVATE WEALTH, LLC | $3.4M | 33,706 | Added |
| 22 | Burton Enright Welch | $3.1M | 30,543 | Added |
| 23 | Atria Investments, Inc | $3.0M | 29,632 | Added |
| 24 | Evanson Financial, LLC | $2.7M | 27,075 | New |
| 25 | DAYMARK WEALTH PARTNERS, LLC | $2.7M | 26,829 | Added |