| 1 | Revolve Wealth Partners, LLC | $27.7M | 405,534 | Trimmed |
| 2 | Commonwealth Financial Services, LLC | $20.9M | 305,546 | Added |
| 3 | Valley Financial Group, Inc. | $16.1M | 235,260 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 213,553 | Added |
| 5 | LPL Financial LLC | $14.0M | 204,826 | Added |
| 6 | BWM Planning, LLC | $13.7M | 200,955 | Added |
| 7 | Stokes Family Office, LLC | $11.7M | 171,033 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $9.2M | 134,150 | Trimmed |
| 9 | One Degree Advisors Inc | $8.8M | 128,591 | Added |
| 10 | D.A. DAVIDSON & CO. | $7.6M | 111,307 | Added |
| 11 | Kathmere Capital Management, LLC | $6.9M | 101,075 | Added |
| 12 | JPL Wealth Management, LLC | $6.9M | 100,812 | Added |
| 13 | OSAIC HOLDINGS, INC. | $5.0M | 72,553 | Trimmed |
| 14 | Ethos Financial Group, LLC | $4.9M | 71,706 | Trimmed |
| 15 | Empowered Funds, LLC | $4.0M | 58,602 | Trimmed |
| 16 | Vestment Financial LLC | $3.7M | 47,916 | Trimmed |
| 17 | Empirical Finance, LLC | $3.6M | 52,382 | New |
| 18 | Advantage Trust Co | $3.0M | 44,569 | Trimmed |
| 19 | Brookwood Investment Group LLC | $3.0M | 43,954 | Added |
| 20 | Savvy Advisors, Inc. | $2.8M | 40,773 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.7M | 39,721 | Trimmed |
| 22 | Cambria Investment Management, L.P. | $2.7M | 38,800 | Added |
| 23 | Seed Wealth Management, Inc. | $2.1M | 30,940 | Hold |
| 24 | L.K. Benson & Company, P.C. | $1.8M | 27,071 | Added |
| 25 | CWM, LLC | $1.8M | 27,021 | Trimmed |