| 1 | WestHill Financial Advisors, Inc. | $11.3M | 57,957 | Trimmed |
| 2 | Financial Advisory Corp | $9.8M | 50,160 | Trimmed |
| 3 | Institute for Wealth Management, LLC. | $8.4M | 42,835 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $5.6M | 28,883 | Trimmed |
| 5 | PW Nova Financial Services LLC | $4.9M | 25,260 | Trimmed |
| 6 | Zhang Financial LLC | $4.3M | 21,923 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 19,788 | Added |
| 8 | Kestra Advisory Services, LLC | $3.6M | 18,241 | Trimmed |
| 9 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $3.3M | 16,829 | Hold |
| 10 | Rodgers & Associates, LTD | $3.0M | 15,359 | Trimmed |
| 11 | Phoenix Wealth Advisors | $3.0M | 15,218 | Added |
| 12 | Allegheny Financial Group | $3.0M | 15,129 | Trimmed |
| 13 | LBJ Family Wealth Advisors, Ltd. | $2.8M | 14,363 | Trimmed |
| 14 | Wealth Dimensions Group, Ltd. | $2.7M | 14,040 | Trimmed |
| 15 | D.A. DAVIDSON & CO. | $2.7M | 13,970 | Hold |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 11,903 | Trimmed |
| 17 | Sowell Financial Services LLC | $2.3M | 11,666 | New |
| 18 | OPPENHEIMER & CO INC | $2.3M | 11,557 | Added |
| 19 | Gibraltar Capital Management, Inc. | $2.2M | 11,250 | Hold |
| 20 | Fifth Third Securities, Inc. | $1.8M | 9,152 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.7M | 8,860 | Added |
| 22 | Roundview Capital LLC | $1.6M | 8,379 | Hold |
| 23 | Morangie Management LLC | $1.2M | 5,929 | Hold |
| 24 | Dickmeyer Boyce Financial Management, Inc. | $1.1M | 5,624 | Added |
| 25 | Wrenne Financial Planning LLC | $1.1M | 5,544 | Trimmed |