| 1 | CUTLER INVESTMENT COUNSEL LLC | $4.4M | 96,912 | Trimmed |
| 2 | Robinswood Financial LLC | $3.7M | 83,163 | Trimmed |
| 3 | KWB Wealth | $2.1M | 45,663 | Trimmed |
| 4 | Crusonia Wealth Advisors LLC | $1.6M | 36,608 | Trimmed |
| 5 | Virtus Family Office LLC | $1.4M | 30,937 | Added |
| 6 | STUDIO INVESTMENT MANAGEMENT LLC | $1.3M | 29,938 | Trimmed |
| 7 | Charles Schwab Trust Co | $1.3M | 28,050 | Trimmed |
| 8 | Klingman & Associates, LLC | $914,333 | 20,326 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $781,970 | 17,384 | Added |
| 10 | Robertson Stephens Wealth Management, LLC | $732,240 | 16,278 | Hold |
| 11 | Sequoia Financial Advisors, LLC | $642,004 | 14,272 | Added |
| 12 | Asset Dedication, LLC | $637,891 | 14,181 | Trimmed |
| 13 | Sensible Money, LLC | $557,190 | 12,387 | Added |
| 14 | Westmount Partners, LLC | $508,132 | 11,296 | Hold |
| 15 | CoreCap Advisors, LLC | $506,018 | 11,249 | Hold |
| 16 | Williams & Novak, LLC | $483,796 | 10,755 | Hold |
| 17 | JFS WEALTH ADVISORS, LLC | $457,252 | 10,165 | Added |
| 18 | Elm3 Financial Group, LLC | $371,581 | 8,260 | Added |
| 19 | CFS Investment Advisory Services, LLC | $347,441 | 7,669 | Hold |
| 20 | MB Generational Wealth, LLC | $324,150 | 7,206 | Hold |
| 21 | Summit Financial Strategies, Inc. | $283,665 | 6,306 | Trimmed |
| 22 | TRUIST FINANCIAL CORP | $213,491 | 4,746 | Hold |
| 23 | Access Investment Management LLC | $210,298 | 4,675 | Hold |
| 24 | IFP Advisors, Inc | $204,000 | 4,535 | Hold |
| 25 | Farther Finance Advisors, LLC | $56,454 | 1,255 | Hold |