| 1 | Abundance Wealth Counselors | $68.5M | 3.1M | Added |
| 2 | Financial & Tax Architects, LLC | $20.5M | 917,652 | Trimmed |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $19.9M | 892,770 | Trimmed |
| 4 | LTS Liquid Investments LLC | $18.1M | 810,918 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $14.6M | 655,516 | Added |
| 6 | Savvy Advisors, Inc. | $12.5M | 559,713 | Added |
| 7 | Bangor Savings Bank | $11.2M | 500,930 | Added |
| 8 | TRUIST FINANCIAL CORP | $9.2M | 412,183 | Added |
| 9 | Kestra Advisory Services, LLC | $9.1M | 407,498 | Added |
| 10 | Upper Left Wealth Management, LLC | $7.9M | 355,096 | Trimmed |
| 11 | Avestar Capital, LLC | $7.8M | 349,204 | Added |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.6M | 338,942 | Added |
| 13 | Investment Research Partners LLC | $7.6M | 338,083 | Added |
| 14 | Foguth Wealth Management, LLC. | $7.1M | 297,857 | New |
| 15 | ALLSTREET CAPITAL ADVISORS LLC | $6.5M | 289,606 | Added |
| 16 | Accordant Advisory Group Inc | $6.1M | 273,752 | Added |
| 17 | S. R. Schill & Associates | $5.3M | 238,394 | Trimmed |
| 18 | Plan A Wealth LLC | $4.8M | 215,854 | Added |
| 19 | Resonant Capital Advisors, LLC | $4.7M | 208,595 | Trimmed |
| 20 | Versant Capital Management, Inc | $3.5M | 158,262 | Hold |
| 21 | SigFig Wealth Management, LLC | $3.4M | 155,594 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.9M | 130,970 | Added |
| 23 | INVESTED ADVISORS | $2.8M | 124,050 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 114,774 | Trimmed |
| 25 | Avail Investment Partners, LLC | $2.5M | 110,511 | Added |