| 1 | RPOA Advisors, Inc. | $869.6M | 20.7M | Added |
| 2 | TOTAL INVESTMENT MANAGEMENT INC | $71.5M | 1.7M | Added |
| 3 | Signal Advisors Wealth, LLC | $44.6M | 1.1M | Added |
| 4 | Tanager Wealth Management LLP | $42.7M | 1.0M | Trimmed |
| 5 | Brookstone Capital Management | $42.4M | 1.0M | Added |
| 6 | CENTRAL TRUST Co | $39.5M | 941,445 | Added |
| 7 | CRUX WEALTH ADVISORS | $13.6M | 323,784 | Added |
| 8 | Carolina Wealth Advisors, LLC | $12.9M | 306,994 | Added |
| 9 | Lord & Richards Wealth Management, LLC | $10.7M | 255,358 | Added |
| 10 | Wealth Forward, LLC | $8.9M | 212,034 | Added |
| 11 | Tailwinds Wealth, LLC | $8.0M | 189,927 | Added |
| 12 | Symphony Financial, Ltd. Co. | $5.1M | 121,552 | Added |
| 13 | Sightline Wealth Advisors, LLC | $4.7M | 112,492 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 104,107 | Added |
| 15 | First Heartland Consultants, Inc. | $3.7M | 88,101 | Trimmed |
| 16 | SENTINEL PENSION ADVISORS, LLC | $2.1M | 50,688 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $2.0M | 48,609 | New |
| 18 | PARK AVENUE SECURITIES LLC | $2.0M | 46,563 | Added |
| 19 | Legacy Private Trust Co. | $1.9M | 45,016 | Added |
| 20 | COLLECTIVE FAMILY OFFICE LLC | $1.5M | 35,488 | Trimmed |
| 21 | Fifth Third Securities, Inc. | $1.3M | 31,676 | Added |
| 22 | Envestnet Portfolio Solutions, Inc. | $1.0M | 24,166 | Added |
| 23 | Harbour Capital Advisors, LLC | $818,898 | 19,695 | Added |
| 24 | Zhang Financial LLC | $775,445 | 18,485 | Trimmed |
| 25 | Savvy Advisors, Inc. | $698,362 | 16,647 | Trimmed |