| 1 | Verdence Capital Advisors LLC | $28.5M | 778,079 | Added |
| 2 | ASPIRIANT, LLC | $7.6M | 207,334 | Added |
| 3 | BROWN WEALTH MANAGEMENT, LLC | $4.9M | 132,815 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 113,807 | Added |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $3.8M | 104,034 | New |
| 6 | Darwin Wealth Management, LLC | $3.8M | 104,033 | Added |
| 7 | LFA - Lugano Financial Advisors SA | $3.7M | 104,915 | Added |
| 8 | Baron Financial Group, LLC | $3.6M | 98,886 | Added |
| 9 | Private Advisor Group, LLC | $2.5M | 68,734 | Trimmed |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.2M | 59,826 | New |
| 11 | Hyposwiss Advisors SA | $1.4M | 37,605 | Trimmed |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $780,260 | 21,319 | Added |
| 13 | Rathbones Group PLC | $666,156 | 18,201 | Added |
| 14 | GREENWOOD CAPITAL ASSOCIATES LLC | $534,653 | 14,608 | Added |
| 15 | NBC SECURITIES, INC. | $527,625 | 14,416 | Added |
| 16 | BASSO CAPITAL MANAGEMENT, L.P. | $524,734 | 14,337 | New |
| 17 | Farther Finance Advisors, LLC | $518,293 | 14,161 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $468,000 | 12,760 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $342,287 | 9,419 | Added |
| 20 | Bison Wealth, LLC | $235,232 | 6,450 | New |
| 21 | Stonebridge Financial Planning Group, LLC | $226,847 | 6,198 | New |
| 22 | STEPHENS INC /AR/ | $220,808 | 6,033 | Hold |
| 23 | TRUIST FINANCIAL CORP | $216,709 | 5,921 | Trimmed |
| 24 | Sincerus Advisory, LLC | $208,379 | 5,693 | New |
| 25 | PEOPLES FINANCIAL SERVICES CORP. | $116,429 | 3,182 | Hold |