| 1 | Tanager Wealth Management LLP | $11.9M | 234,724 | Added |
| 2 | BCGM Wealth Management, LLC | $5.7M | 112,514 | Added |
| 3 | INCOME RESEARCH & MANAGEMENT | $4.9M | 97,000 | Trimmed |
| 4 | ASSETMARK, INC | $4.4M | 86,147 | Added |
| 5 | AE Wealth Management LLC | $3.8M | 74,151 | Added |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 49,631 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 47,386 | Trimmed |
| 8 | Balance Wealth, LLC | $2.4M | 47,357 | Trimmed |
| 9 | Mayflower Financial Advisors, LLC | $1.5M | 28,604 | New |
| 10 | CGN Advisors LLC | $1.4M | 27,610 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,348 | Added |
| 12 | Farther Finance Advisors, LLC | $1.2M | 23,316 | Added |
| 13 | VICTORY FINANCIAL GROUP, LLC | $1.2M | 22,873 | Trimmed |
| 14 | Buck Wealth Strategies, LLC | $1.2M | 22,786 | Added |
| 15 | CFS Investment Advisory Services, LLC | $902,487 | 17,827 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $697,056 | 13,774 | New |
| 17 | Gradient Investments LLC | $613,853 | 12,098 | Added |
| 18 | Oasis Advisors, LLC | $574,025 | 11,313 | New |
| 19 | SmartHarvest Portfolios, LLC | $444,813 | 8,767 | Hold |
| 20 | Concurrent Investment Advisors, LLC | $438,216 | 8,637 | Added |
| 21 | Impact Partnership Wealth, LLC | $429,819 | 8,471 | Trimmed |
| 22 | Benchmark Financial, LLC | $422,563 | 8,328 | Added |
| 23 | Patriot Financial Group Insurance Agency, LLC | $365,546 | 7,204 | Trimmed |
| 24 | Indivisible Partners | $304,132 | 5,994 | Trimmed |
| 25 | EVOLUTION WEALTH MANAGEMENT INC. | $299,062 | 5,894 | New |