| 1 | Unison Advisors LLC | $30.7M | 907,245 | Added |
| 2 | Three Arch Wealth Management LLC | $20.0M | 592,008 | Added |
| 3 | Beacon Pointe Advisors, LLC | $12.1M | 358,729 | Trimmed |
| 4 | von Borstel & Associates, Inc. | $8.3M | 244,222 | Trimmed |
| 5 | Vestmark Advisory Solutions, Inc. | $8.0M | 238,173 | Added |
| 6 | DiNuzzo Private Wealth, Inc. | $7.2M | 213,393 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $6.2M | 182,716 | Added |
| 8 | United Wealth Management, LLC | $5.8M | 171,484 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 167,542 | Added |
| 10 | Chicago Partners Investment Group LLC | $5.3M | 137,337 | Added |
| 11 | Integrity Advisory Solutions, LLC | $4.9M | 144,064 | Added |
| 12 | Farther Finance Advisors, LLC | $4.6M | 134,762 | Trimmed |
| 13 | Quadcap Wealth Management, LLC | $4.5M | 133,045 | Added |
| 14 | INTEGRITY ALLIANCE, LLC. | $3.7M | 110,575 | Trimmed |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 106,976 | New |
| 16 | PARK AVENUE SECURITIES LLC | $3.6M | 105,649 | Trimmed |
| 17 | Meredith Wealth Planning | $3.6M | 105,098 | Added |
| 18 | Integrated Wealth Concepts LLC | $3.1M | 91,621 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $3.1M | 90,499 | Added |
| 20 | Wealth Advisors Northwest LLC | $3.0M | 90,004 | Trimmed |
| 21 | Foundry Financial LLC | $2.8M | 83,864 | Added |
| 22 | Mills Wealth Advisors LLC | $2.7M | 81,055 | Added |
| 23 | Capstone Wealth Management, Inc. | $2.7M | 78,721 | Added |
| 24 | Merit Financial Group, LLC | $2.5M | 75,419 | New |
| 25 | Sequoia Financial Advisors, LLC | $2.5M | 73,598 | Trimmed |