| 1 | Angeles Investment Advisors, LLC | $78.4M | 889,414 | Added |
| 2 | Ethic Inc. | $17.1M | 194,114 | Trimmed |
| 3 | ASPIRIANT, LLC | $14.8M | 167,619 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $11.4M | 129,452 | Added |
| 5 | Values Added Financial LLC | $7.6M | 85,748 | Added |
| 6 | Gateway Wealth Partners, LLC | $4.5M | 51,211 | Trimmed |
| 7 | A&I FINANCIAL SERVICES, LLC | $3.7M | 42,458 | Trimmed |
| 8 | Ballentine Partners, LLC | $2.6M | 29,820 | Hold |
| 9 | Fairman Group, LLC | $1.9M | 21,118 | Added |
| 10 | Kestra Advisory Services, LLC | $1.7M | 18,856 | Added |
| 11 | MISSION WEALTH MANAGEMENT, LP | $1.5M | 16,636 | Trimmed |
| 12 | Phoenix Wealth Advisors | $1.4M | 16,024 | Trimmed |
| 13 | Etesian Wealth Advisors, Inc. | $1.2M | 13,489 | Trimmed |
| 14 | Sonoma Allocations LLC | $1.0M | 11,564 | Added |
| 15 | Sage Advisory Services, Ltd.Co. | $914,000 | 10,361 | Trimmed |
| 16 | Diversified Trust Co | $844,481 | 9,578 | Hold |
| 17 | Valeo Financial Advisors, LLC | $745,115 | 8,451 | Hold |
| 18 | Ashton Thomas Private Wealth, LLC | $732,595 | 8,309 | Trimmed |
| 19 | RAINIER FAMILY WEALTH INC | $477,880 | 5,420 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $445,627 | 5,054 | Added |
| 21 | Pearl Planning LLC | $419,786 | 4,761 | Hold |
| 22 | Caprock Group, LLC | $409,941 | 4,649 | Added |
| 23 | Krilogy Financial LLC | $295,355 | 3,350 | Added |
| 24 | DWR WEALTH MANAGEMENT, LLC | $287,472 | 3,289 | Added |
| 25 | Rossby Financial, LCC | $258,776 | 2,935 | Added |