| 1 | Johnson & White Wealth Management, LLC | $29.7M | 392,494 | Added |
| 2 | Charles Schwab Trust Co | $24.7M | 326,302 | Trimmed |
| 3 | Arlington Financial Advisors, LLC | $14.5M | 192,286 | Trimmed |
| 4 | Maltin Wealth Management, Inc. | $13.8M | 181,827 | Added |
| 5 | RTD Financial Advisors, Inc. | $9.6M | 126,990 | Trimmed |
| 6 | Breakwater Capital Group | $9.0M | 118,700 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 95,495 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 90,300 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.6M | 86,830 | Added |
| 10 | Cornerstone Wealth Management, LLC | $6.4M | 84,622 | Added |
| 11 | Three Bridge Wealth Advisors, LLC | $6.0M | 79,227 | Added |
| 12 | Archer Investment Corp | $5.0M | 66,433 | Added |
| 13 | Verum Partners LLC | $4.9M | 64,459 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 58,572 | Added |
| 15 | KWB Wealth | $3.4M | 45,541 | Trimmed |
| 16 | Cedar Point Capital Partners, LLC | $3.3M | 43,538 | Added |
| 17 | BIP Wealth, LLC | $3.3M | 43,077 | Added |
| 18 | Centurion Wealth Management LLC | $3.2M | 41,829 | Trimmed |
| 19 | Atria Investments, Inc | $2.9M | 38,484 | Added |
| 20 | DRIVE WEALTH MANAGEMENT, LLC | $2.7M | 35,536 | Trimmed |
| 21 | CIDEL ASSET MANAGEMENT INC | $2.4M | 31,366 | Added |
| 22 | BASSO CAPITAL MANAGEMENT, L.P. | $2.2M | 29,466 | New |
| 23 | FLAGSTAR ADVISORS INC | $2.1M | 28,289 | Added |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | $1.9M | 25,378 | Hold |
| 25 | Aries Wealth Management | $1.7M | 22,316 | Trimmed |