| 1 | GHP Investment Advisors, Inc. | $29.6M | 610,029 | Added |
| 2 | Prairiewood Capital, LLC | $15.1M | 310,432 | Added |
| 3 | High Probability Advisors, LLC | $14.9M | 306,034 | Added |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $12.3M | 252,308 | Added |
| 5 | Charles Schwab Trust Co | $11.1M | 228,891 | Added |
| 6 | Breakwater Capital Group | $9.3M | 190,984 | Added |
| 7 | Shore Point Advisors, LLC | $7.1M | 176,242 | Added |
| 8 | ABBINGTON INVESTMENT GROUP | $6.2M | 127,718 | Trimmed |
| 9 | Dynamic Advisor Solutions LLC | $5.9M | 122,489 | Added |
| 10 | Nicholas Hoffman & Company, LLC. | $5.5M | 113,133 | Added |
| 11 | MOLLER WEALTH PARTNERS | $5.4M | 112,018 | Added |
| 12 | RF&L WEALTH MANAGEMENT, LLC | $5.1M | 105,517 | Trimmed |
| 13 | CLUNE & ASSOCIATES, LTD. | $5.1M | 104,181 | Trimmed |
| 14 | Grove Street Fiduciary, LLC | $4.8M | 98,882 | Trimmed |
| 15 | Bravera Wealth | $3.3M | 68,728 | Added |
| 16 | ATLas Financial Planning LLC | $3.3M | 67,147 | Trimmed |
| 17 | CUTLER INVESTMENT COUNSEL LLC | $3.2M | 66,204 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 64,596 | Trimmed |
| 19 | CABOT WEALTH MANAGEMENT INC | $3.1M | 63,063 | Added |
| 20 | BCS Wealth Management | $2.9M | 59,639 | Added |
| 21 | Kestra Advisory Services, LLC | $2.6M | 52,874 | Trimmed |
| 22 | Valued Wealth Advisors LLC | $2.5M | 51,623 | Trimmed |
| 23 | Quadcap Wealth Management, LLC | $2.3M | 47,531 | Trimmed |
| 24 | Waterfront Wealth Inc. | $2.2M | 44,459 | Added |
| 25 | McGrath & Associates, Inc. | $2.0M | 40,510 | Trimmed |