| 1 | Wealth Architects, LLC | $49.7M | 656,485 | Added |
| 2 | TOWER TRUST & INVESTMENT Co | $14.2M | 188,099 | Trimmed |
| 3 | Warren Street Wealth Advisors, LLC | $11.8M | 155,331 | Added |
| 4 | Baker Avenue Asset Management, LP | $11.5M | 152,505 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 84,924 | Added |
| 6 | CX Institutional | $5.3M | 69,836 | Trimmed |
| 7 | NAPLES GLOBAL ADVISORS, LLC | $3.4M | 44,640 | Added |
| 8 | D.A. DAVIDSON & CO. | $3.4M | 44,507 | Added |
| 9 | Sequoia Financial Advisors, LLC | $3.3M | 44,122 | Added |
| 10 | Newport Capital Group, LLC | $3.1M | 41,282 | Added |
| 11 | Rathbones Group PLC | $2.9M | 38,474 | Trimmed |
| 12 | Hedeker Wealth, LLC | $2.7M | 35,363 | Added |
| 13 | Kestra Advisory Services, LLC | $1.8M | 23,668 | Trimmed |
| 14 | Nikulski Financial, Inc. | $1.2M | 16,295 | Added |
| 15 | Provenance Wealth Advisors, LLC | $1.2M | 16,032 | Hold |
| 16 | Waldron Private Wealth LLC | $1.2M | 15,770 | Hold |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.2M | 15,700 | Added |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | $992,558 | 13,110 | Added |
| 19 | Farther Finance Advisors, LLC | $859,098 | 11,347 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $658,240 | 8,694 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $632,510 | 8,354 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $603,000 | 7,963 | Added |
| 23 | Sincerus Advisory, LLC | $574,672 | 7,590 | Added |
| 24 | Wescott Financial Advisory Group, LLC | $517,555 | 6,836 | Added |
| 25 | WMG Financial Advisors, LLC | $423,976 | 5,600 | New |