| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | $94.1M | 1.0M | Added |
| 2 | CONTINUUM WEALTH ADVISORS, LLC | $41.6M | 460,188 | Trimmed |
| 3 | CULTIVAR CAPITAL, INC. | $20.1M | 222,347 | Added |
| 4 | Wealthcare Advisory Partners LLC | $18.8M | 207,580 | Added |
| 5 | Kathmere Capital Management, LLC | $8.2M | 90,812 | Hold |
| 6 | L.K. Benson & Company, P.C. | $7.7M | 85,138 | Added |
| 7 | Archford Capital Strategies, LLC | $6.2M | 68,689 | New |
| 8 | Bravias Capital Group, LLC | $3.8M | 41,627 | Added |
| 9 | Encompass More Asset Management | $3.6M | 39,820 | New |
| 10 | CLG LLC | $2.7M | 30,201 | Trimmed |
| 11 | MATHER GROUP, LLC. | $2.1M | 23,454 | New |
| 12 | Latitude Advisors, LLC | $1.5M | 17,130 | Added |
| 13 | Roan Capital Partners | $1.1M | 11,948 | Trimmed |
| 14 | Austin Wealth Management, LLC | $925,706 | 10,213 | Added |
| 15 | Dynamic Advisor Solutions LLC | $810,258 | 8,967 | Added |
| 16 | Wealthcare Capital Partners, LLC | $769,867 | 8,520 | Added |
| 17 | MGO ONE SEVEN LLC | $762,611 | 8,440 | New |
| 18 | XY Planning Network, Inc. | $726,946 | 8,045 | Added |
| 19 | Well Done, LLC | $724,507 | 8,018 | New |
| 20 | Farther Finance Advisors, LLC | $720,079 | 7,969 | New |
| 21 | Foundry Financial LLC | $630,573 | 6,978 | New |
| 22 | McCartney Wealth Management LLC | $557,069 | 6,165 | Trimmed |
| 23 | Miracle Mile Advisors, LLC | $533,054 | 5,899 | New |
| 24 | Krilogy Financial LLC | $341,290 | 3,777 | New |
| 25 | North Berkeley Wealth Management, LLC | $308,490 | 3,414 | Hold |