| 1 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $76.9M | 1.0M | Added |
| 2 | ANDERSON HOAGLAND & CO | $58.1M | 769,660 | Trimmed |
| 3 | Strategic Point Investment Advisors, LLC | $41.9M | 555,178 | Added |
| 4 | Mader & Shannon Wealth Management, Inc. | $25.2M | 334,134 | Added |
| 5 | Stonebridge Financial Group, LLC | $12.5M | 165,248 | Trimmed |
| 6 | Grove Bank & Trust | $11.8M | 156,618 | Added |
| 7 | Global Wealth Strategies & Associates | $9.5M | 126,318 | Added |
| 8 | Silverleafe Capital Partners, LLC | $8.8M | 116,638 | Trimmed |
| 9 | Fermata Advisors, LLC | $5.6M | 74,473 | Added |
| 10 | Hilltop National Bank | $5.6M | 73,856 | Trimmed |
| 11 | Gradient Investments LLC | $5.3M | 70,720 | Trimmed |
| 12 | Versant Capital Management, Inc | $5.1M | 67,672 | Trimmed |
| 13 | Connective Portfolio Management, LLC | $3.6M | 47,029 | Hold |
| 14 | Valeo Financial Advisors, LLC | $3.6M | 47,028 | Trimmed |
| 15 | STABLEFORD CAPITAL II LLC | $3.5M | 46,233 | Trimmed |
| 16 | Apella Capital, LLC | $3.1M | 40,479 | Trimmed |
| 17 | EASTERN BANK | $3.1M | 40,450 | Trimmed |
| 18 | Avior Wealth Management, LLC | $3.0M | 39,784 | Trimmed |
| 19 | TRUST POINT INC. | $2.9M | 38,330 | Hold |
| 20 | Strategic Investment Solutions, Inc. /IL | $2.9M | 38,277 | Trimmed |
| 21 | Arlington Trust Co LLC | $2.5M | 33,600 | Trimmed |
| 22 | Bison Wealth, LLC | $2.1M | 27,188 | Added |
| 23 | Archer Investment Management, LLC | $2.1M | 28,109 | Added |
| 24 | Dynamic Advisor Solutions LLC | $2.1M | 27,189 | Trimmed |
| 25 | Noble Wealth Management PBC | $1.6M | 21,437 | Trimmed |