| 1 | Parkway Wealth Management Group, LLC | $29.0M | 127,443 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $18.0M | 79,338 | Added |
| 3 | MinichMacGregor Wealth Management, LLC | $17.7M | 77,996 | Added |
| 4 | Brookstone Capital Management | $5.0M | 21,772 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 21,027 | Added |
| 6 | SFI Advisors, LLC | $3.7M | 16,118 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $3.1M | 13,537 | New |
| 8 | Great Diamond Partners, LLC | $3.1M | 13,418 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 12,290 | Trimmed |
| 10 | Larry Mathis Financial Planning, LLC | $2.2M | 9,787 | Added |
| 11 | Farmers & Merchants Trust Co of Chambersburg PA | $2.2M | 9,459 | Added |
| 12 | TRUIST FINANCIAL CORP | $2.0M | 8,672 | Trimmed |
| 13 | Financial Management Professionals, Inc. | $1.8M | 7,977 | Trimmed |
| 14 | Fortis Group Advisors, LLC | $1.6M | 6,988 | Trimmed |
| 15 | CITIGROUP INC | $1.4M | 6,249 | Added |
| 16 | Kestra Advisory Services, LLC | $1.4M | 6,185 | Added |
| 17 | Kaizen Financial Strategies | $1.4M | 6,045 | Trimmed |
| 18 | DAVENPORT & Co LLC | $1.1M | 4,740 | New |
| 19 | GeoWealth Management, LLC | $1.1M | 4,680 | Added |
| 20 | Worthington Financial Partners, LLC | $870,771 | 3,828 | Added |
| 21 | Avior Wealth Management, LLC | $822,675 | 3,616 | Added |
| 22 | Belvedere Trading LLC | $432,231 | 1,900 | Added |
| 23 | Marshall & Sterling Wealth Advisors Inc. | $407,771 | 1,793 | New |
| 24 | PFG Advisors | $402,657 | 1,770 | New |
| 25 | Fulcrum Equity Management | $300,877 | 1,323 | Trimmed |