| 1 | Rossmore Private Capital | $37.0M | 1.4M | Trimmed |
| 2 | Kathmere Capital Management, LLC | $14.2M | 553,898 | Added |
| 3 | Paradiem, LLC | $7.5M | 294,149 | Hold |
| 4 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.0M | 273,821 | Added |
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 269,719 | Added |
| 6 | CENTRAL TRUST Co | $5.5M | 215,592 | Added |
| 7 | Cyndeo Wealth Partners, LLC | $5.2M | 201,206 | Added |
| 8 | Praetorian Wealth Management, Inc. | $5.1M | 198,055 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 192,529 | Added |
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | $4.5M | 174,672 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 149,069 | Trimmed |
| 12 | Quantum Financial Advisors, LLC | $2.7M | 103,716 | Trimmed |
| 13 | Parkway Wealth Management Group, LLC | $2.5M | 98,369 | Added |
| 14 | SONATA CAPITAL GROUP INC | $2.5M | 95,677 | Hold |
| 15 | Atwater Malick LLC | $2.3M | 90,163 | Hold |
| 16 | RIA Advisory Group LLC | $1.9M | 75,215 | Added |
| 17 | BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,014 | Trimmed |
| 18 | New England Private Wealth Advisors LLC | $1.9M | 73,391 | Added |
| 19 | Kastel Capital Advisors, LLC | $1.8M | 71,546 | Trimmed |
| 20 | Granite Harbor Advisors, Inc. | $1.7M | 67,346 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.6M | 62,316 | Added |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 59,854 | Trimmed |
| 23 | Brookstone Capital Management | $1.5M | 58,205 | Added |
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.5M | 57,223 | Trimmed |
| 25 | Lantz Financial LLC | $1.4M | 52,703 | Trimmed |