| 1 | Unison Advisors LLC | $240.9M | 2.4M | Added |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $56.7M | 561,581 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 383,067 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $24.9M | 246,117 | Added |
| 5 | Joel Isaacson & Co., LLC | $24.3M | 240,333 | Added |
| 6 | Avantax Planning Partners, Inc. | $18.9M | 187,307 | Trimmed |
| 7 | Merit Financial Group, LLC | $14.1M | 139,584 | Added |
| 8 | Aspire Private Capital, LLC | $13.8M | 137,153 | Added |
| 9 | FIRST FINANCIAL BANK - TRUST DIVISION | $8.8M | 87,055 | Added |
| 10 | Heartwood Wealth Advisors LLC | $8.2M | 81,425 | Added |
| 11 | Silver Oak Advisory Group, Inc. | $7.4M | 73,232 | Added |
| 12 | Atria Investments, Inc | $6.8M | 67,449 | Added |
| 13 | Ashton Thomas Private Wealth, LLC | $6.5M | 64,478 | Trimmed |
| 14 | S.A. Mason LLC | $6.4M | 63,407 | Added |
| 15 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 55,973 | Added |
| 16 | Apella Capital, LLC | $5.6M | 55,564 | Trimmed |
| 17 | Hassell Wealth Management, LLC | $5.3M | 52,922 | Added |
| 18 | Seed Wealth Management, Inc. | $5.0M | 49,335 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $4.8M | 48,007 | Added |
| 20 | Verus Financial Partners, Inc. | $3.8M | 37,425 | Added |
| 21 | Integrity Wealth Solutions LLC | $2.4M | 24,004 | Added |
| 22 | TCI Wealth Advisors, Inc. | $2.1M | 21,278 | Added |
| 23 | Timonier Family Office, LTD. | $2.1M | 20,803 | Added |
| 24 | Elser Financial Planning, Inc | $2.0M | 19,952 | Added |
| 25 | Frankly Finances, LLC | $1.9M | 19,295 | Added |