| 1 | CARY STREET PARTNERS FINANCIAL LLC | $20.1M | 362,634 | Added |
| 2 | AMERIPRISE FINANCIAL INC | $12.0M | 217,407 | Added |
| 3 | Security National Bank | $11.9M | 214,519 | Trimmed |
| 4 | Private Advisor Group, LLC | $11.8M | 212,735 | New |
| 5 | FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 184,895 | Trimmed |
| 6 | LPL Financial LLC | $9.2M | 166,008 | Added |
| 7 | Valmark Advisers, Inc. | $8.6M | 156,010 | Added |
| 8 | Merit Financial Group, LLC | $7.8M | 140,014 | Trimmed |
| 9 | Sterling Investment Advisors, Ltd. | $6.0M | 107,733 | Added |
| 10 | Independent Wealth Advisors LLC | $5.1M | 92,692 | Added |
| 11 | OSAIC HOLDINGS, INC. | $4.8M | 86,555 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $4.0M | 71,472 | Added |
| 13 | Royal Bank of Canada | $3.1M | 55,495 | Trimmed |
| 14 | Cetera Investment Advisers | $2.8M | 50,817 | Added |
| 15 | Focus Partners Wealth | $2.8M | 50,377 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $2.7M | 48,938 | Trimmed |
| 17 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $2.2M | 39,934 | Added |
| 18 | JPMORGAN CHASE & CO | $2.1M | 37,513 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 34,313 | Trimmed |
| 20 | Baird Financial Group, Inc. | $1.4M | 25,990 | Added |
| 21 | Investment Partners Asset Management, Inc. | $1.3M | 23,538 | Trimmed |
| 22 | WELLS FARGO & COMPANY/MN | $1.3M | 23,104 | Trimmed |
| 23 | Retirement Planning Group, LLC | $1.2M | 22,531 | Trimmed |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 21,727 | Trimmed |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $857,011 | 15,482 | Added |