| 1 | Koss-Olinger Consulting, LLC | $64.7M | 1.1M | Added |
| 2 | LPL Financial LLC | $52.1M | 866,298 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $28.6M | 475,290 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $25.0M | 415,702 | Trimmed |
| 5 | Hartford Financial Management Inc. | $19.4M | 322,294 | Trimmed |
| 6 | MORGAN STANLEY | $18.6M | 309,893 | Added |
| 7 | Royal Bank of Canada | $17.7M | 294,425 | Trimmed |
| 8 | Aprio Wealth Management, LLC | $15.5M | 257,360 | Trimmed |
| 9 | Goldstein Advisors, LLC | $13.9M | 230,728 | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.2M | 219,139 | Added |
| 11 | JPMORGAN CHASE & CO | $11.7M | 194,646 | Added |
| 12 | Gerber Kawasaki Wealth & Investment Management | $11.4M | 189,522 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $11.0M | 182,399 | Added |
| 14 | Sprinkle Financial Consultants LLC | $10.8M | 179,745 | Added |
| 15 | Sanctuary Advisors, LLC | $10.7M | 177,474 | Added |
| 16 | Integrated Wealth Concepts LLC | $10.2M | 169,257 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 165,572 | Added |
| 18 | Keystone Financial Services, LLC | $9.7M | 161,413 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $9.7M | 161,891 | Added |
| 20 | MAGNOLIA CAPITAL ADVISORS LLC | $9.0M | 149,258 | Added |
| 21 | Financial Solutions Advisory Group, Inc. | $8.7M | 145,788 | Trimmed |
| 22 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $8.5M | 141,751 | Added |
| 23 | Ipsen Advisor Group LLC | $7.0M | 116,107 | Added |
| 24 | DAVENPORT & Co LLC | $5.7M | 94,588 | Trimmed |
| 25 | Capital Advisors Wealth Management, LLC | $5.5M | 91,151 | Added |