| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $42.7M | 1.7M | Added |
| 2 | Avantax Planning Partners, Inc. | $41.9M | 1.6M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $29.0M | 1.1M | Trimmed |
| 4 | Revolve Wealth Partners, LLC | $28.9M | 1.1M | Added |
| 5 | Tradewinds Capital Management, LLC | $25.2M | 992,182 | Added |
| 6 | Ocean Park Asset Management, LLC | $21.6M | 848,826 | New |
| 7 | Farther Finance Advisors, LLC | $18.5M | 727,550 | Added |
| 8 | TRUIST FINANCIAL CORP | $11.7M | 459,750 | Added |
| 9 | Parkside Investments, LLC | $11.6M | 456,225 | Trimmed |
| 10 | Brady Martz Wealth Solutions, LLC | $10.2M | 400,105 | Trimmed |
| 11 | Syntegra Private Wealth Group, LLC | $9.5M | 374,419 | Added |
| 12 | Heartwood Wealth Advisors LLC | $9.1M | 357,483 | Added |
| 13 | OLD NATIONAL BANCORP /IN/ | $9.0M | 354,391 | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $8.6M | 337,256 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 320,863 | Added |
| 16 | Savvy Advisors, Inc. | $8.0M | 313,162 | Added |
| 17 | Merit Financial Group, LLC | $7.1M | 278,045 | Added |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | $7.0M | 274,426 | New |
| 19 | Keystone Financial Group | $6.5M | 256,304 | Added |
| 20 | Modera Wealth Management, LLC | $6.5M | 254,007 | Added |
| 21 | Austin Wealth Management, LLC | $6.2M | 247,742 | Trimmed |
| 22 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.0M | 236,639 | Trimmed |
| 23 | Avidian Wealth Enterprises, LLC | $5.9M | 231,178 | Added |
| 24 | CGN Advisors LLC | $5.3M | 209,254 | Added |
| 25 | Chemistry Wealth Management LLC | $4.9M | 192,201 | Hold |