| 1 | Heartwood Wealth Advisors LLC | $17.7M | 697,944 | Added |
| 2 | Kathmere Capital Management, LLC | $12.7M | 498,643 | Added |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.9M | 309,899 | Added |
| 4 | Praetorian Wealth Management, Inc. | $7.2M | 285,165 | Trimmed |
| 5 | Paradiem, LLC | $6.3M | 248,470 | Hold |
| 6 | HOWLAND CAPITAL MANAGEMENT LLC | $6.3M | 247,525 | Added |
| 7 | Cyndeo Wealth Partners, LLC | $5.2M | 204,049 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 200,570 | Trimmed |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.6M | 180,734 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 174,701 | Added |
| 11 | CENTRAL TRUST Co | $4.0M | 157,338 | Trimmed |
| 12 | Quantum Financial Advisors, LLC | $3.1M | 123,842 | Trimmed |
| 13 | ASSETMARK, INC | $3.0M | 117,182 | Added |
| 14 | SONATA CAPITAL GROUP INC | $2.7M | 106,489 | Added |
| 15 | Parkway Wealth Management Group, LLC | $2.6M | 101,149 | Added |
| 16 | TITLEIST ASSET MANAGEMENT, LLC | $2.6M | 101,032 | New |
| 17 | Atwater Malick LLC | $2.5M | 99,822 | Added |
| 18 | POSTROCK PARTNERS LLC | $2.5M | 98,576 | Added |
| 19 | SPINNAKER TRUST | $2.1M | 84,490 | Added |
| 20 | Granite Harbor Advisors, Inc. | $1.9M | 76,411 | Added |
| 21 | Kastel Capital Advisors, LLC | $1.9M | 74,959 | Added |
| 22 | BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,339 | Trimmed |
| 23 | RIA Advisory Group LLC | $1.9M | 73,065 | Added |
| 24 | Brookstone Capital Management | $1.7M | 65,737 | Added |
| 25 | TRUE Private Wealth Advisors | $1.6M | 61,037 | Added |