| 1 | Armbruster Capital Management, Inc. | $28.4M | 190,437 | Added |
| 2 | Foundations Investment Advisors, LLC | $21.5M | 144,063 | Added |
| 3 | Pure Financial Advisors, LLC | $20.4M | 136,998 | Added |
| 4 | Focus Partners Wealth | $11.2M | 75,307 | Trimmed |
| 5 | Genesis Wealth Advisors, LLC | $8.9M | 59,399 | Added |
| 6 | Hobart Private Capital, LLC | $7.1M | 47,470 | Trimmed |
| 7 | BEACON FINANCIAL PLANNING, INC | $4.2M | 28,092 | Added |
| 8 | LPL Financial LLC | $4.2M | 28,005 | Trimmed |
| 9 | Cannon Wealth Management Services, LLC | $4.2M | 27,819 | Added |
| 10 | Medallion Wealth Advisors, LLC | $4.1M | 27,474 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.3M | 22,382 | Added |
| 12 | Capital Advisors, Ltd. LLC | $3.3M | 22,054 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $2.9M | 19,515 | Trimmed |
| 14 | Royal Fund Management, LLC | $2.5M | 16,839 | Added |
| 15 | TWO SIGMA INVESTMENTS, LP | $2.3M | 15,300 | New |
| 16 | M Holdings Securities, Inc. | $2.2M | 14,052 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $2.2M | 14,802 | Added |
| 18 | Coastline Trust Co | $2.1M | 14,226 | Trimmed |
| 19 | Corient Private Wealth LLC | $1.9M | 12,929 | Trimmed |
| 20 | Chicago Partners Investment Group LLC | $1.9M | 11,795 | Trimmed |
| 21 | Root Financial Partners, LLC | $1.8M | 12,064 | Added |
| 22 | Integrated Wealth Concepts LLC | $1.4M | 9,076 | Added |
| 23 | INTERACTIVE FINANCIAL ADVISORS, INC. | $1.2M | 8,306 | Added |
| 24 | Vise Technologies, Inc. | $848,844 | 5,533 | Hold |
| 25 | Caitlin John, LLC | $795,813 | 5,333 | Trimmed |