| 1 | First Pacific Financial | $92.4M | 2.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $84.6M | 2.2M | Added |
| 3 | Morton Capital Management LLC/CA | $71.8M | 1.8M | Added |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $60.0M | 1.5M | Trimmed |
| 5 | M&T Bank Corp | $56.0M | 1.4M | Added |
| 6 | TCW GROUP INC | $46.6M | 1.2M | Hold |
| 7 | Keudell/Morrison Wealth Management | $39.7M | 1.0M | Trimmed |
| 8 | PEAK FINANCIAL ADVISORS LLC | $34.9M | 889,796 | Added |
| 9 | Leelyn Smith, LLC | $32.2M | 821,976 | Added |
| 10 | TECTONIC ADVISORS LLC | $29.5M | 751,867 | Added |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $26.5M | 674,889 | Added |
| 12 | Weaver Capital Management LLC | $19.9M | 507,700 | Hold |
| 13 | True North Advisors, LLC | $19.0M | 484,709 | Trimmed |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | $18.1M | 462,376 | Trimmed |
| 15 | Ducere Wealth Management LLC | $15.4M | 392,935 | Added |
| 16 | WJ Wealth Management, LLC | $15.1M | 385,728 | Trimmed |
| 17 | FAGAN ASSOCIATES, INC. | $14.3M | 364,876 | Added |
| 18 | Peak Financial Management, Inc. | $11.9M | 303,122 | Added |
| 19 | White & Co Financial Planning Inc | $11.8M | 300,921 | Added |
| 20 | Onyx Bridge Wealth Group LLC | $9.1M | 232,077 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $8.7M | 222,831 | Added |
| 22 | 3EDGE Asset Management, LP | $7.6M | 192,682 | Added |
| 23 | Etesian Wealth Advisors, Inc. | $7.2M | 183,506 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 162,865 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $6.2M | 159,032 | Added |