| 1 | Heartwood Wealth Advisors LLC | $15.8M | 617,758 | Added |
| 2 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 461,878 | Added |
| 3 | Kathmere Capital Management, LLC | $10.3M | 403,121 | Added |
| 4 | Paradiem, LLC | $10.1M | 395,462 | Hold |
| 5 | HOWLAND CAPITAL MANAGEMENT LLC | $9.6M | 375,297 | Trimmed |
| 6 | Praetorian Wealth Management, Inc. | $7.7M | 302,556 | Trimmed |
| 7 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.6M | 298,060 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 266,886 | Added |
| 9 | Cyndeo Wealth Partners, LLC | $4.6M | 179,513 | Added |
| 10 | CENTRAL TRUST Co | $3.9M | 154,066 | Trimmed |
| 11 | LEAVELL INVESTMENT MANAGEMENT, INC. | $3.4M | 132,560 | Added |
| 12 | Quantum Financial Advisors, LLC | $3.2M | 123,149 | Trimmed |
| 13 | Cypress Point Wealth Management, LLC | $3.1M | 119,536 | Hold |
| 14 | ASSETMARK, INC | $3.0M | 118,317 | Added |
| 15 | SONATA CAPITAL GROUP INC | $2.7M | 104,442 | Added |
| 16 | Atwater Malick LLC | $2.6M | 101,618 | Added |
| 17 | Parkway Wealth Management Group, LLC | $2.6M | 100,372 | Added |
| 18 | TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,285 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 87,590 | Added |
| 20 | SPINNAKER TRUST | $2.1M | 80,729 | Added |
| 21 | BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,490 | Added |
| 22 | Granite Harbor Advisors, Inc. | $1.8M | 72,126 | Added |
| 23 | BENJAMIN EDWARDS INC | $1.8M | 71,357 | Trimmed |
| 24 | RIA Advisory Group LLC | $1.8M | 70,243 | Added |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.7M | 64,602 | Trimmed |