| 1 | Capital Investment Services of America, Inc. | $21.5M | 280,929 | Added |
| 2 | TRUIST FINANCIAL CORP | $19.2M | 251,105 | Added |
| 3 | Mills Wealth Advisors LLC | $12.6M | 164,926 | Trimmed |
| 4 | S.A. Mason LLC | $12.6M | 163,888 | Added |
| 5 | Opus Capital Group, LLC | $11.4M | 148,913 | Added |
| 6 | Keystone Financial Group, Inc. | $10.9M | 142,196 | Added |
| 7 | Kestra Investment Management, LLC | $10.7M | 139,319 | New |
| 8 | American Investment Services, Inc. | $9.9M | 128,709 | Added |
| 9 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $9.7M | 126,587 | Added |
| 10 | CGN Advisors LLC | $9.5M | 124,154 | Added |
| 11 | Frisch Financial Group, Inc. | $7.5M | 98,000 | New |
| 12 | Quantinno Capital Management LP | $7.5M | 98,000 | New |
| 13 | Acumen Wealth Advisors, LLC | $6.3M | 82,467 | Added |
| 14 | Beaird Harris Wealth Management, LLC | $5.7M | 74,692 | Added |
| 15 | RW Investment Management LLC | $5.4M | 70,309 | Added |
| 16 | IRON Financial LLC | $5.0M | 65,840 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 65,487 | Added |
| 18 | MASTER'S WEALTH MANAGEMENT INC. | $4.7M | 61,689 | Added |
| 19 | Rialto Wealth Management, LLC | $4.7M | 61,252 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $3.9M | 50,496 | Added |
| 21 | Belpointe Asset Management LLC | $3.9M | 50,421 | Added |
| 22 | Alliance Private Wealth, LLC | $3.5M | 45,501 | Trimmed |
| 23 | TD Capital Management LLC | $3.3M | 43,473 | New |
| 24 | Bank of New York Mellon Corp | $3.2M | 41,724 | Trimmed |
| 25 | Topsail Wealth Management, LLC | $3.1M | 40,843 | Added |