| 1 | TRAPHAGEN INVESTMENT ADVISORS LLC | $55.3M | 1.1M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $52.2M | 1.0M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.7M | 736,295 | Added |
| 4 | ATWOOD & PALMER INC | $36.7M | 715,976 | Added |
| 5 | Financial Enhancement Group LLC | $27.0M | 527,115 | Added |
| 6 | NOTTINGHAM ADVISORS, INC. | $26.6M | 348,302 | Trimmed |
| 7 | Advisory Resource Group | $25.2M | 491,125 | Added |
| 8 | Guardian Financial Partners, LLC | $22.1M | 432,477 | Added |
| 9 | Marshall Financial Group, LLC | $20.8M | 406,255 | Added |
| 10 | AE Wealth Management LLC | $19.7M | 384,496 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $14.5M | 282,596 | Added |
| 12 | Quaker Wealth Management, LLC | $13.7M | 267,746 | Trimmed |
| 13 | Addison Capital Co | $12.2M | 237,546 | Added |
| 14 | Pine Valley Investments Ltd Liability Co | $12.0M | 234,335 | Added |
| 15 | EPIQ PARTNERS, LLC | $11.8M | 230,022 | Trimmed |
| 16 | Apollon Wealth Management, LLC | $10.5M | 205,187 | Trimmed |
| 17 | Buck Wealth Strategies, LLC | $10.3M | 201,240 | Added |
| 18 | Rise Advisors, LLC | $9.6M | 186,724 | New |
| 19 | One Charles Private Wealth Services, LLC | $9.0M | 176,717 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $9.0M | 175,170 | Trimmed |
| 21 | Englebert Financial Advisers, LLC | $9.0M | 174,925 | Added |
| 22 | WINEBRENNER CAPITAL MANAGEMENT LLC | $7.4M | 144,792 | Added |
| 23 | Cornerstone Wealth Group, LLC | $7.3M | 142,586 | Added |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $7.3M | 141,819 | Added |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $7.2M | 141,273 | Added |