| 1 | Impact Investors, Inc | $9.6M | 201,844 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 119,432 | Added |
| 3 | ASSETMARK, INC | $4.8M | 100,388 | Added |
| 4 | Laurel Wealth Planning LLC | $3.4M | 72,378 | Added |
| 5 | Gateway Wealth Partners, LLC | $2.5M | 51,724 | New |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 48,578 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39,504 | Added |
| 8 | Invera Wealth Advisors, LLC | $1.2M | 25,827 | Added |
| 9 | Equita Financial Network, Inc. | $1.2M | 25,643 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $1.2M | 24,576 | Added |
| 11 | Private Wealth Management Group, LLC | $1.0M | 21,250 | Trimmed |
| 12 | Midwest Financial Partners Investments, Inc. | $898,228 | 18,921 | Trimmed |
| 13 | Omega Financial Group, LLC | $886,026 | 18,664 | Trimmed |
| 14 | Walkner Condon Financial Advisors LLC | $867,607 | 18,276 | Added |
| 15 | Falcon Wealth Planning | $849,331 | 17,891 | Trimmed |
| 16 | Livet Wealth, LLC | $836,513 | 17,621 | Added |
| 17 | Shotwell Rutter Baer Inc | $824,176 | 17,361 | Added |
| 18 | Compound Planning, Inc. | $815,293 | 17,174 | Added |
| 19 | PRINCIPAL SECURITIES, INC. | $784,720 | 16,530 | Added |
| 20 | Dynamic Advisor Solutions LLC | $780,464 | 16,440 | Trimmed |
| 21 | Tanager Wealth Management LLP | $716,360 | 15,090 | Added |
| 22 | Cardinal Point Capital Management ULC | $657,062 | 13,841 | Added |
| 23 | CITIGROUP INC | $578,215 | 12,180 | Added |
| 24 | XY Planning Network, Inc. | $562,009 | 11,839 | Trimmed |
| 25 | Vontobel Holding Ltd. | $517,403 | 10,899 | Trimmed |