| 1 | Hamrick Investment Counsel, llc | $18.4M | 742,523 | Added |
| 2 | HARTLINE INVESTMENT CORP/ | $15.8M | 640,325 | Added |
| 3 | White Wing Wealth Management | $11.5M | 466,818 | Added |
| 4 | Columbus Macro, LLC | $10.2M | 411,963 | Trimmed |
| 5 | Cetera Investment Advisers | $9.6M | 388,794 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 386,207 | Trimmed |
| 7 | Sightline Wealth Advisors, LLC | $9.2M | 373,536 | Added |
| 8 | Cape Investment Advisory, Inc. | $8.4M | 340,246 | Added |
| 9 | SlateStone Wealth, LLC | $7.9M | 319,788 | Trimmed |
| 10 | Meridian Wealth Management, LLC | $7.3M | 293,635 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $7.1M | 287,702 | Added |
| 12 | Compass Financial Group, INC/SD | $5.3M | 215,750 | Added |
| 13 | VAN STRUM & TOWNE INC. | $5.3M | 212,550 | Added |
| 14 | HighTower Advisors, LLC | $4.8M | 195,302 | Added |
| 15 | Waverly Advisors, LLC | $4.7M | 188,438 | New |
| 16 | Kestra Advisory Services, LLC | $4.4M | 177,494 | Trimmed |
| 17 | Modera Wealth Management, LLC | $4.1M | 167,321 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $4.0M | 160,872 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 160,822 | Trimmed |
| 20 | Yanni & Associates Investment Advisors, LLC | $3.5M | 143,400 | Added |
| 21 | FF Advisors,LLC | $3.4M | 139,195 | New |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 124,597 | Trimmed |
| 23 | MFG WEALTH MANAGEMENT, INC. | $3.0M | 120,914 | Added |
| 24 | White & Co Financial Planning Inc | $3.0M | 120,518 | Added |
| 25 | Summit Financial, LLC | $2.8M | 115,048 | Trimmed |