| 1 | Brown Financial Advisory | $35.5M | 429,629 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.8M | 239,156 | Added |
| 3 | Quadcap Wealth Management, LLC | $15.6M | 189,287 | Added |
| 4 | Chicago Partners Investment Group LLC | $12.1M | 159,601 | Added |
| 5 | Prism Advisors, Inc. | $11.4M | 137,678 | Trimmed |
| 6 | Beta Wealth Group, Inc. | $8.0M | 97,439 | Trimmed |
| 7 | R. W. Roge & Company, Inc. | $7.0M | 84,530 | Trimmed |
| 8 | Strategic Investment Solutions, Inc. /IL | $5.3M | 64,098 | Added |
| 9 | Mills Wealth Advisors LLC | $4.6M | 55,643 | Trimmed |
| 10 | Keudell/Morrison Wealth Management | $4.2M | 50,419 | Trimmed |
| 11 | QRG CAPITAL MANAGEMENT, INC. | $3.4M | 41,009 | New |
| 12 | Applied Capital LLC | $3.0M | 35,871 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $1.0M | 12,163 | Added |
| 14 | FIDUCIARY FINANCIAL GROUP, LLC | $868,663 | 10,515 | Trimmed |
| 15 | Madrid Wealth Management, LLC | $823,474 | 9,968 | Trimmed |
| 16 | Citrine Capital LLC | $774,486 | 9,375 | Trimmed |
| 17 | Bulwark Capital Corp | $736,980 | 8,921 | Trimmed |
| 18 | CX Institutional | $629,000 | 7,615 | New |
| 19 | Kane Co Wealth Management, Inc. | $479,975 | 5,810 | Trimmed |
| 20 | Corus Family Wealth Advisors | $391,724 | 4,742 | Added |
| 21 | Financial Symmetry Inc | $389,165 | 4,711 | Added |
| 22 | McGrath & Associates, Inc. | $383,788 | 4,646 | New |
| 23 | Opus Financial Solutions LLC | $305,994 | 3,704 | Trimmed |
| 24 | TCI Wealth Advisors, Inc. | $238,996 | 2,893 | New |
| 25 | Root Financial Partners, LLC | $218,591 | 2,646 | Added |