| 1 | Blue Trust, Inc. | $77.6M | 1.6M | Trimmed |
| 2 | Avion Wealth | $74.6M | 1.5M | Added |
| 3 | DMKC Advisory Services, LLC | $40.7M | 817,806 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 673,738 | Added |
| 5 | 55 North Private Wealth, LLC | $32.2M | 646,795 | Added |
| 6 | RAFFA WEALTH MANAGEMENT, LLC | $31.0M | 622,737 | Added |
| 7 | Fortitude Advisory Group L.L.C. | $26.7M | 536,537 | Trimmed |
| 8 | Fonville Wealth Management LLC | $25.4M | 509,593 | Added |
| 9 | Spectrum Asset Management, Inc. (NB/CA) | $24.3M | 487,873 | Added |
| 10 | Alpha Omega Wealth Management LLC | $23.9M | 479,829 | Trimmed |
| 11 | Warwick Investment Management, Inc. | $23.0M | 462,039 | Added |
| 12 | Global Wealth Management, LLC | $22.4M | 450,535 | Added |
| 13 | LOWE BROCKENBROUGH & CO INC | $22.1M | 443,065 | Added |
| 14 | TITLEIST ASSET MANAGEMENT, LLC | $20.5M | 412,804 | Trimmed |
| 15 | Capital Advantage, Inc. | $20.5M | 412,453 | Added |
| 16 | ECLECTIC ASSOCIATES INC /ADV | $19.5M | 391,076 | Added |
| 17 | Chicago Partners Investment Group LLC | $19.3M | 389,449 | Added |
| 18 | Eagle Capital Management, LLC | $18.7M | 375,569 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $18.1M | 363,972 | Added |
| 20 | David Kennon Inc | $17.6M | 354,232 | Trimmed |
| 21 | Valtinson Bruner Financial Planning LLC | $16.5M | 331,292 | Trimmed |
| 22 | McClarren Financial Advisors, Inc. | $16.5M | 330,616 | Added |
| 23 | Calder Financial LLC | $16.0M | 320,831 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $15.7M | 314,954 | Added |
| 25 | Private Advisor Group, LLC | $15.3M | 306,950 | Added |