| 1 | Stordahl Capital Management, Inc. | $21.4M | 146,074 | Added |
| 2 | LJI Wealth Management, LLC | $14.7M | 100,227 | Trimmed |
| 3 | Baron Wealth Management LLC | $8.7M | 59,722 | Added |
| 4 | Miracle Mile Advisors, LLC | $8.2M | 56,099 | Trimmed |
| 5 | ESG Planning DBA Harper Investing | $6.5M | 44,466 | Added |
| 6 | STEPHEN J. GARRY & ASSOCIATES, LLC | $5.4M | 37,208 | Added |
| 7 | CLARK FINANCIAL SERVICES GROUP INC /BD | $5.2M | 35,410 | Trimmed |
| 8 | Drucker Wealth 3.0, LLC | $5.2M | 35,241 | Trimmed |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $5.0M | 33,860 | Added |
| 10 | Kestra Advisory Services, LLC | $5.0M | 33,838 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 26,764 | Added |
| 12 | Mendel Capital Management LLC | $3.3M | 22,611 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.5M | 17,020 | Added |
| 14 | Private Advisor Group, LLC | $2.3M | 15,900 | Added |
| 15 | Goodman Financial Corp | $2.2M | 14,706 | Added |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $2.0M | 13,728 | Hold |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 12,998 | Added |
| 18 | ES4, LLC | $1.8M | 12,075 | Hold |
| 19 | Chicago Partners Investment Group LLC | $1.8M | 12,511 | Hold |
| 20 | Heritage Investment Group, Inc. | $1.2M | 8,502 | Hold |
| 21 | AE Wealth Management LLC | $1.1M | 7,487 | Hold |
| 22 | CONNING INC. | $1.0M | 7,142 | Trimmed |
| 23 | Embree Financial Group | $980,285 | 6,701 | Hold |
| 24 | Integrated Capital Management, LLC | $867,624 | 5,930 | Trimmed |
| 25 | Tempo Wealth, LLC | $795,878 | 5,440 | Trimmed |