| 1 | Avior Wealth Management, LLC | $43.8M | 2.4M | Trimmed |
| 2 | MANCHESTER FINANCIAL INC | $42.3M | 2.3M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $42.3M | 2.3M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $30.0M | 1.6M | Added |
| 5 | TLWM | $29.7M | 1.6M | Added |
| 6 | RiverFront Investment Group, LLC | $27.4M | 1.5M | Added |
| 7 | Clark Asset Management, LLC | $26.1M | 1.4M | Added |
| 8 | Brookstone Capital Management | $22.6M | 1.2M | Trimmed |
| 9 | Headland Capital, LLC | $19.0M | 1.0M | Added |
| 10 | Capital Investment Counsel, LLC | $17.7M | 951,103 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $16.7M | 897,404 | Added |
| 12 | Asset Dedication, LLC | $12.7M | 683,131 | Added |
| 13 | KIRR MARBACH & CO LLC /IN/ | $12.6M | 676,416 | Trimmed |
| 14 | Carrera Capital Advisors | $11.5M | 620,177 | Added |
| 15 | Cornerstone Planning, LLC | $11.3M | 608,133 | Added |
| 16 | Straight Path Wealth Management | $11.1M | 599,064 | Added |
| 17 | COOKSON PEIRCE & CO INC | $11.1M | 595,631 | Added |
| 18 | CENTRAL VALLEY ADVISORS, LLC | $10.6M | 572,218 | Trimmed |
| 19 | HUB Investment Partners, LLC | $9.0M | 484,980 | Added |
| 20 | Sound Stewardship, LLC | $8.5M | 458,271 | Added |
| 21 | Kathmere Capital Management, LLC | $7.9M | 425,184 | Added |
| 22 | ProVise Management Group, LLC | $7.8M | 418,444 | Added |
| 23 | Marietta Wealth Management, LLC | $7.7M | 416,957 | Added |
| 24 | Paradiem, LLC | $7.7M | 414,868 | Added |
| 25 | Ledgewood Wealth Advisors, LLC | $7.5M | 404,458 | Added |