| 1 | Sellwood Investment Partners LLC | $20.8M | 499,411 | Added |
| 2 | Savant Capital, LLC | $10.6M | 254,719 | Added |
| 3 | LPL Financial LLC | $7.1M | 171,016 | Added |
| 4 | Balanced Rock Investment Advisors LLC | $6.2M | 149,184 | Added |
| 5 | Arlington Financial Advisors, LLC | $5.1M | 123,101 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 113,440 | Trimmed |
| 7 | Northwest Bancshares, Inc. | $4.5M | 108,413 | Trimmed |
| 8 | Envestnet Portfolio Solutions, Inc. | $4.2M | 101,475 | Added |
| 9 | GenWealth Group, Inc. | $3.8M | 90,150 | Added |
| 10 | Cetera Investment Advisers | $2.8M | 66,960 | Added |
| 11 | Financial Insights, Inc. | $2.6M | 63,112 | Added |
| 12 | Bruce G. Allen Investments, LLC | $1.5M | 36,739 | Trimmed |
| 13 | Mariner, LLC | $1.3M | 30,898 | New |
| 14 | CITADEL ADVISORS LLC | $1.1M | 26,607 | Added |
| 15 | Dynamic Advisor Solutions LLC | $871,878 | 20,952 | Trimmed |
| 16 | Mason & Associates Inc | $820,168 | 20,138 | Added |
| 17 | Capital Analysts, LLC | $769,000 | 18,489 | New |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $558,843 | 13,430 | Added |
| 19 | Walkner Condon Financial Advisors LLC | $552,996 | 13,289 | Added |
| 20 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $481,083 | 11,561 | Trimmed |
| 21 | JNBA Financial Advisors | $388,833 | 9,344 | Trimmed |
| 22 | KWB Wealth | $372,060 | 8,861 | Trimmed |
| 23 | NewEdge Advisors, LLC | $369,782 | 36,163 | Trimmed |
| 24 | Bond & Devick Financial Network, Inc. | $326,746 | 7,852 | Trimmed |
| 25 | BANK OF AMERICA CORP /DE/ | $315,676 | 7,586 | Trimmed |