| 1 | Prosperity Planning, Inc. | $15.1M | 0 | Added |
| 2 | FARMERS & MERCHANTS INVESTMENTS INC | $14.6M | 330,244 | Added |
| 3 | Northland Capital Management LLC | $10.9M | 247,196 | Added |
| 4 | McGuire Investment Group, LLC | $8.7M | 197,745 | Added |
| 5 | CROBAN | $5.2M | 116,688 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 97,668 | Added |
| 7 | GUIDANCE CAPITAL, INC | $3.7M | 84,546 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 69,394 | Added |
| 9 | Sunflower Bank, N.A. | $2.4M | 55,380 | Hold |
| 10 | LifePlan Financial, LLC | $2.3M | 52,160 | Added |
| 11 | KICKSTAND VENTURES, LLC. | $2.2M | 49,300 | Added |
| 12 | Procyon Advisors, LLC | $2.0M | 45,406 | Trimmed |
| 13 | CFS Investment Advisory Services, LLC | $1.9M | 44,170 | Added |
| 14 | 5T Wealth, LLC | $1.9M | 42,360 | Added |
| 15 | PARK AVENUE SECURITIES LLC | $1.8M | 41,774 | Added |
| 16 | TSA Wealth Managment LLC | $1.8M | 39,597 | Added |
| 17 | McCartney Wealth Management LLC | $1.6M | 37,008 | Added |
| 18 | Private Advisor Group, LLC | $1.4M | 30,855 | Added |
| 19 | Horst & Graben Wealth Management LLC | $1.3M | 29,544 | Added |
| 20 | Bigelow Investment Advisors, LLC | $1.1M | 25,411 | Trimmed |
| 21 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.0M | 23,136 | Hold |
| 22 | Focus Financial Network, Inc. | $933,080 | 21,096 | Added |
| 23 | DMC Group, LLC | $889,067 | 20,101 | Trimmed |
| 24 | Planned Solutions, Inc. | $794,793 | 17,970 | Added |
| 25 | Mayflower Financial Advisors, LLC | $635,320 | 14,364 | Added |