| 1 | True North Advisors, LLC | $33.8M | 449,544 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.4M | 178,264 | Added |
| 3 | ADAMSBROWN WEALTH CONSULTANTS LLC | $9.5M | 125,642 | Added |
| 4 | PARK AVENUE SECURITIES LLC | $8.1M | 107,695 | Added |
| 5 | Cornerstone Wealth Partners, LLC | $6.7M | 89,637 | Added |
| 6 | Nvest Wealth Strategies, Inc. | $4.5M | 59,263 | Added |
| 7 | BOYUM WEALTH ARCHITECTS LLC | $3.5M | 46,214 | Added |
| 8 | LAM GROUP, INC. | $1.8M | 23,860 | Added |
| 9 | CoreCap Advisors, LLC | $1.7M | 22,230 | Added |
| 10 | Plancorp, LLC | $1.5M | 19,453 | Added |
| 11 | Evanson Financial, LLC | $1.3M | 17,263 | New |
| 12 | DIXON FNANCIAL SERVICES, INC. | $1.1M | 14,540 | Hold |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,111 | Added |
| 14 | Farther Finance Advisors, LLC | $962,350 | 12,787 | Trimmed |
| 15 | Colorado Capital Management, Inc. | $750,000 | 9,966 | Added |
| 16 | Werba Rubin Papier Wealth Management | $735,121 | 9,768 | Trimmed |
| 17 | Breakwater Capital Group | $684,113 | 9,090 | Added |
| 18 | WorthPointe, LLC | $644,677 | 8,566 | Added |
| 19 | Ruedi Wealth Management, Inc. | $509,209 | 6,766 | Hold |
| 20 | IFP Advisors, Inc | $443,582 | 5,894 | Added |
| 21 | Integrity Wealth Solutions LLC | $404,365 | 5,373 | Added |
| 22 | ANDERSON HOAGLAND & CO | $372,555 | 4,950 | Added |
| 23 | B&D White Capital Company, LLC | $368,097 | 4,891 | Added |
| 24 | Kestra Advisory Services, LLC | $362,732 | 4,820 | Added |
| 25 | Modera Wealth Management, LLC | $352,784 | 4,688 | New |