| 1 | Unison Advisors LLC | $39.0M | 912,565 | Added |
| 2 | DiNuzzo Private Wealth, Inc. | $8.4M | 195,801 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 182,687 | Added |
| 4 | United Wealth Management, LLC | $7.2M | 168,388 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $6.6M | 154,330 | Added |
| 6 | Integrity Advisory Solutions, LLC | $6.3M | 146,456 | Added |
| 7 | Quadcap Wealth Management, LLC | $5.7M | 132,252 | Trimmed |
| 8 | Chicago Partners Investment Group LLC | $5.6M | 139,977 | Added |
| 9 | INTEGRITY ALLIANCE, LLC. | $4.5M | 105,047 | Trimmed |
| 10 | Meredith Wealth Planning | $4.5M | 104,333 | Trimmed |
| 11 | PARK AVENUE SECURITIES LLC | $4.1M | 96,149 | Trimmed |
| 12 | Wealth Advisors Northwest LLC | $4.1M | 95,493 | Added |
| 13 | Foundry Financial LLC | $3.9M | 90,669 | Added |
| 14 | Merit Financial Group, LLC | $3.8M | 89,788 | Added |
| 15 | FISCHER INVESTMENT STRATEGIES, LLC | $3.8M | 88,719 | Trimmed |
| 16 | Mills Wealth Advisors LLC | $3.3M | 77,046 | Trimmed |
| 17 | Global Assets Advisory, LLC | $3.3M | 78,634 | New |
| 18 | Sequoia Financial Advisors, LLC | $3.1M | 73,487 | Trimmed |
| 19 | Evanson Financial, LLC | $2.9M | 68,525 | New |
| 20 | Abel Hall, LLC | $2.4M | 56,410 | Trimmed |
| 21 | Corus Family Wealth Advisors | $2.4M | 55,570 | Added |
| 22 | SUMMIT WEALTH GROUP LLC / CO | $2.3M | 53,004 | Trimmed |
| 23 | CSP Financial Group, LLC | $2.1M | 50,031 | Added |
| 24 | Applied Capital LLC | $2.0M | 47,335 | Trimmed |
| 25 | HM PAYSON & CO | $1.8M | 43,152 | Hold |