| 1 | Weil Company, Inc. | $9.7M | 301,400 | Added |
| 2 | Brookwood Investment Group LLC | $7.1M | 220,925 | Added |
| 3 | Wealthcare Advisory Partners LLC | $6.8M | 213,537 | Added |
| 4 | HighTower Advisors, LLC | $6.7M | 209,214 | Added |
| 5 | Tactive Advisors, LLC | $5.6M | 173,126 | Added |
| 6 | MATHER GROUP, LLC. | $4.2M | 131,910 | New |
| 7 | CLG LLC | $3.5M | 108,273 | Trimmed |
| 8 | INVENIO WEALTH PARTNERS LLC | $3.1M | 98,198 | Trimmed |
| 9 | GenTrust, LLC | $2.8M | 87,414 | Added |
| 10 | TRUIST FINANCIAL CORP | $2.3M | 70,553 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 68,461 | Added |
| 12 | Focus Partners Advisor Solutions, LLC | $2.2M | 68,289 | Added |
| 13 | Brady Martz Wealth Solutions, LLC | $2.2M | 68,289 | Added |
| 14 | Encompass More Asset Management | $1.8M | 56,570 | Added |
| 15 | Insight Wealth Strategies, LLC | $1.6M | 51,103 | Added |
| 16 | Oregon Pacific Wealth Management, LLC | $1.4M | 42,396 | Trimmed |
| 17 | Magnolia Private Wealth, LLC | $1.3M | 40,366 | Added |
| 18 | Accurate Wealth Management, LLC | $1.2M | 35,321 | Added |
| 19 | SMART Wealth LLC | $779,860 | 24,325 | Added |
| 20 | Arrowroot Family Office, LLC | $563,070 | 17,563 | Added |
| 21 | Arete Wealth Advisors, LLC | $455,604 | 14,211 | Added |
| 22 | Summit Global Investments | $310,000 | 9,656 | New |
| 23 | NATIONAL BANK OF CANADA /FI/ | $298,123 | 9,372 | New |
| 24 | National Philanthropic Trust | $283,442 | 8,841 | New |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254,492 | 7,938 | Trimmed |