| 1 | HUB Investment Partners, LLC | $9.8M | 123,235 | Added |
| 2 | Highland Financial Advisors, LLC | $6.4M | 80,278 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 74,697 | Added |
| 4 | Clarity Asset Management, Inc. | $3.7M | 46,237 | Trimmed |
| 5 | Freedom Day Solutions, LLC | $3.4M | 42,201 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 32,060 | Added |
| 7 | Mason & Associates Inc | $2.2M | 27,218 | Trimmed |
| 8 | Northland Capital Management LLC | $2.1M | 26,832 | Trimmed |
| 9 | Trellis Wealth Advisors LLC | $2.0M | 24,959 | Added |
| 10 | Revolve Wealth Partners, LLC | $1.6M | 20,146 | Trimmed |
| 11 | MB Generational Wealth, LLC | $1.6M | 19,748 | Trimmed |
| 12 | Henrickson Nauta Wealth Advisors, Inc. | $1.4M | 17,010 | Hold |
| 13 | Vestment Financial LLC | $1.3M | 16,685 | Added |
| 14 | Burton Enright Welch | $1.2M | 15,190 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $1.1M | 13,889 | Added |
| 16 | Team Hewins, LLC | $980,325 | 12,272 | Added |
| 17 | Trademark Financial Management, LLC | $823,129 | 10,304 | Trimmed |
| 18 | Dynamic Advisor Solutions LLC | $795,010 | 9,952 | Added |
| 19 | Abacus Wealth Partners, LLC | $788,539 | 9,871 | New |
| 20 | Diversified Portfolios, Inc. | $743,644 | 9,309 | Hold |
| 21 | HB Wealth Management, LLC | $590,745 | 7,395 | Hold |
| 22 | Tarbox Family Office, Inc. | $538,818 | 6,745 | Added |
| 23 | Signature Resources Capital Management, LLC | $518,431 | 6,490 | Added |
| 24 | Plancorp, LLC | $465,506 | 5,840 | Hold |
| 25 | Kestra Advisory Services, LLC | $453,305 | 5,675 | Added |