| 1 | Gilbert & Cook, Inc. | $35.1M | 723,059 | Added |
| 2 | SIMS INVESTMENT MANAGEMENT, LLC | $18.2M | 375,257 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.7M | 220,493 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 124,207 | Trimmed |
| 5 | Atlas Wealth LLC | $5.0M | 103,791 | Trimmed |
| 6 | Cornell Pochily Investment Advisors, Inc. | $3.0M | 61,488 | Added |
| 7 | VISTA INVESTMENT PARTNERS LLC | $2.6M | 53,638 | Trimmed |
| 8 | MONEY CONCEPTS CAPITAL CORP | $2.6M | 52,845 | Trimmed |
| 9 | American Institute for Advanced Investment Management, LLP | $2.3M | 46,686 | Trimmed |
| 10 | Evensky & Katz LLC | $2.1M | 42,913 | Added |
| 11 | Newman Dignan & Sheerar, Inc. | $1.7M | 34,174 | Trimmed |
| 12 | Midwest Heritage Bank, FSB | $1.2M | 23,982 | Trimmed |
| 13 | Advisor Resource Council | $1.1M | 21,784 | Added |
| 14 | CoreCap Advisors, LLC | $1.1M | 21,739 | Added |
| 15 | Fifth Third Securities, Inc. | $1.0M | 21,013 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $917,126 | 18,886 | Trimmed |
| 17 | JNBA Financial Advisors | $849,682 | 17,498 | Trimmed |
| 18 | Private Advisor Group, LLC | $589,420 | 12,138 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $556,498 | 11,567 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $538,000 | 11,070 | Added |
| 21 | Magnus Financial Group LLC | $475,839 | 9,799 | Added |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $390,665 | 8,045 | Trimmed |
| 23 | SigFig Wealth Management, LLC | $321,670 | 6,631 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $320,152 | 6,593 | Added |
| 25 | Octavia Wealth Advisors, LLC | $297,527 | 6,127 | Hold |