| 1 | Tanager Wealth Management LLP | $104.2M | 4.5M | Added |
| 2 | Checchi Capital Advisers, LLC | $19.3M | 834,395 | Trimmed |
| 3 | Walkner Condon Financial Advisors LLC | $6.8M | 294,945 | Added |
| 4 | 1 NORTH WEALTH SERVICES LLC | $3.6M | 156,512 | Added |
| 5 | Rathbones Group PLC | $2.6M | 114,025 | Trimmed |
| 6 | Private Advisor Group, LLC | $1.8M | 75,800 | Added |
| 7 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 65,819 | Added |
| 8 | Climber Capital SA | $1.4M | 60,195 | Added |
| 9 | Fortis Group Advisors, LLC | $947,401 | 40,907 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $926,600 | 40,009 | Added |
| 11 | Grey Fox Wealth Advisors, LLC | $830,207 | 35,847 | Trimmed |
| 12 | VERITY Wealth Advisors | $828,896 | 35,790 | Added |
| 13 | Vontobel Holding Ltd. | $708,696 | 30,600 | Added |
| 14 | Sequoia Financial Advisors, LLC | $464,806 | 20,069 | Added |
| 15 | Insight Wealth Strategies, LLC | $403,601 | 17,487 | Added |
| 16 | Pacifica Partners Inc. | $401,425 | 17,315 | Hold |
| 17 | CLUNE & ASSOCIATES, LTD. | $267,445 | 11,548 | Trimmed |
| 18 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $239,000 | 10,330 | Hold |
| 19 | Fifth Third Securities, Inc. | $223,341 | 9,643 | Added |
| 20 | Capital Investment Advisory Services, LLC | $139,747 | 6,034 | Added |
| 21 | FIRST UNITED BANK & TRUST | $105,586 | 4,559 | Trimmed |
| 22 | Cape Investment Advisory, Inc. | $94,678 | 4,088 | New |
| 23 | Cullen/Frost Bankers, Inc. | $25,014 | 1,080 | Added |
| 24 | Archer Investment Corp | $11,511 | 497 | Hold |
| 25 | Capital Advisors, Ltd. LLC | $6,000 | 238 | Hold |