| 1 | Gilbert & Cook, Inc. | $94.0M | 508,409 | Trimmed |
| 2 | TOMPKINS FINANCIAL CORP | $92.7M | 501,427 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $46.9M | 253,488 | Added |
| 4 | Richmond Investment Services, LLC | $40.3M | 218,146 | Trimmed |
| 5 | Heck Capital Advisors, LLC | $37.8M | 204,621 | Hold |
| 6 | SEARCY FINANCIAL SERVICES INC /ADV | $33.1M | 178,911 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 141,776 | Added |
| 8 | MANCHESTER FINANCIAL INC | $22.5M | 121,917 | Added |
| 9 | ARCADIA INVESTMENT ADVISORS LLC | $13.6M | 73,700 | Added |
| 10 | Annex Advisory Services, LLC | $13.6M | 73,569 | Trimmed |
| 11 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $13.5M | 72,990 | Added |
| 12 | Miracle Mile Advisors, LLC | $11.1M | 60,117 | Trimmed |
| 13 | Envestnet Portfolio Solutions, Inc. | $10.3M | 55,913 | Trimmed |
| 14 | FIRST CITIZENS BANK & TRUST CO | $10.3M | 55,913 | Trimmed |
| 15 | McKinley Carter Wealth Services, Inc. | $9.8M | 53,247 | Trimmed |
| 16 | Merit Financial Group, LLC | $7.7M | 41,699 | Added |
| 17 | ShoreHaven Wealth Partners, LLC | $7.2M | 39,152 | Trimmed |
| 18 | Winter & Associates, Inc. | $6.4M | 34,510 | Added |
| 19 | Holos Integrated Wealth LLC | $6.3M | 33,849 | Added |
| 20 | Kestra Advisory Services, LLC | $5.3M | 28,696 | Trimmed |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.6M | 19,542 | Trimmed |
| 22 | MONEYWISE, INC. | $3.4M | 18,127 | Added |
| 23 | Mason & Associates, LLC | $3.3M | 17,841 | Trimmed |
| 24 | SOA Wealth Advisors, LLC. | $3.1M | 16,511 | Trimmed |
| 25 | Noble Family Wealth, LLC | $3.0M | 16,109 | Trimmed |