| 1 | Elm Partners Management LLC | $289.2M | 3.8M | Added |
| 2 | Evanson Financial, LLC | $152.5M | 2.0M | New |
| 3 | Nicholas Hoffman & Company, LLC. | $107.3M | 1.4M | Trimmed |
| 4 | Randolph Co Inc | $75.3M | 995,026 | New |
| 5 | ARMSTRONG ADVISORY GROUP, INC | $73.2M | 967,024 | Trimmed |
| 6 | FSA Investment Group, LLC | $67.2M | 888,079 | Added |
| 7 | AWM CAPITAL, LLC | $52.9M | 698,414 | Added |
| 8 | Bridgewealth Advisory Group, LLC | $51.9M | 686,345 | Trimmed |
| 9 | BetterWealth, LLC | $51.7M | 682,813 | Added |
| 10 | GREENHAVEN ASSOCIATES INC | $50.1M | 662,000 | Trimmed |
| 11 | Mirae Asset Global Investments Co., Ltd. | $36.1M | 477,000 | New |
| 12 | Cypress Capital, LLC | $34.4M | 454,572 | Trimmed |
| 13 | Pathway Financial Advisors LLC | $31.1M | 412,146 | Added |
| 14 | Apella Capital, LLC | $31.1M | 411,969 | Trimmed |
| 15 | Fortitude Family Office, LLC | $29.8M | 393,282 | Added |
| 16 | ANDERSON HOAGLAND & CO | $28.4M | 375,921 | Added |
| 17 | AE Wealth Management LLC | $27.2M | 359,477 | New |
| 18 | Blume Capital Management, Inc. | $25.6M | 337,853 | Added |
| 19 | Kohmann Bosshard Financial Services, LLC | $25.2M | 333,308 | Added |
| 20 | Cardinal Point Capital Management ULC | $24.3M | 320,743 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $24.0M | 316,787 | Added |
| 22 | TRUIST FINANCIAL CORP | $23.3M | 307,599 | Trimmed |
| 23 | JIM SAULNIER & ASSOCIATES, LLC | $22.4M | 295,874 | Added |
| 24 | Whitaker-Myers Wealth Managers, LTD. | $22.0M | 291,022 | Added |
| 25 | Goodman Financial Corp | $21.1M | 278,340 | Added |