| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | $92.6M | 1.0M | Added |
| 2 | Insight Advisors, LLC/ PA | $81.7M | 900,432 | Trimmed |
| 3 | Empowered Funds, LLC | $54.2M | 597,146 | Hold |
| 4 | CONTINUUM WEALTH ADVISORS, LLC | $52.0M | 573,108 | Added |
| 5 | HighTower Advisors, LLC | $20.1M | 221,501 | Trimmed |
| 6 | CULTIVAR CAPITAL, INC. | $18.3M | 202,173 | Added |
| 7 | Empirical Finance, LLC | $17.0M | 187,063 | New |
| 8 | Wealthcare Advisory Partners LLC | $17.0M | 186,841 | Trimmed |
| 9 | HILL ISLAND FINANCIAL LLC | $12.1M | 133,831 | Trimmed |
| 10 | JPL Wealth Management, LLC | $11.9M | 131,046 | Added |
| 11 | Kathmere Capital Management, LLC | $8.2M | 90,812 | Added |
| 12 | Strata Wealth Advisors, LLC | $7.8M | 86,476 | New |
| 13 | Maridea Wealth Management LLC | $7.4M | 82,000 | Added |
| 14 | L.K. Benson & Company, P.C. | $7.0M | 77,012 | Added |
| 15 | Bravias Capital Group, LLC | $3.3M | 36,812 | Added |
| 16 | SEEDS INVESTOR LLC | $3.1M | 34,713 | Added |
| 17 | CLG LLC | $2.9M | 32,481 | Trimmed |
| 18 | World Investment Advisors | $2.4M | 26,931 | Added |
| 19 | Sankala Group LLC | $2.1M | 23,287 | Trimmed |
| 20 | LPL Financial LLC | $2.0M | 22,351 | Added |
| 21 | CENTAURUS FINANCIAL, INC. | $1.6M | 17,283 | Added |
| 22 | Roan Capital Partners | $1.5M | 17,017 | New |
| 23 | Valley Financial Group, Inc. | $1.4M | 14,997 | Added |
| 24 | ENTREWEALTH, LLC | $1.2M | 13,602 | Added |
| 25 | IHT Wealth Management, LLC | $1.2M | 13,269 | Trimmed |