| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | $94.1M | 1.0M | Added |
| 2 | Insight Advisors, LLC/ PA | $77.4M | 856,929 | Trimmed |
| 3 | Empowered Funds, LLC | $54.0M | 597,146 | Hold |
| 4 | CONTINUUM WEALTH ADVISORS, LLC | $41.6M | 460,188 | Trimmed |
| 5 | HighTower Advisors, LLC | $20.5M | 226,920 | Added |
| 6 | CULTIVAR CAPITAL, INC. | $20.1M | 222,347 | Added |
| 7 | Wealthcare Advisory Partners LLC | $18.8M | 207,580 | Added |
| 8 | JPL Wealth Management, LLC | $12.8M | 142,052 | Added |
| 9 | HILL ISLAND FINANCIAL LLC | $12.8M | 141,558 | Added |
| 10 | Empirical Finance, LLC | $12.5M | 138,121 | Trimmed |
| 11 | Stokes Family Office, LLC | $8.6M | 95,334 | New |
| 12 | Strata Wealth Advisors, LLC | $8.5M | 94,341 | Added |
| 13 | Kathmere Capital Management, LLC | $8.2M | 90,812 | Hold |
| 14 | Maridea Wealth Management LLC | $8.2M | 90,540 | Added |
| 15 | L.K. Benson & Company, P.C. | $7.7M | 85,138 | Added |
| 16 | Stillwater Private Wealth, LLC | $7.2M | 79,613 | Added |
| 17 | Archford Capital Strategies, LLC | $6.2M | 68,689 | New |
| 18 | Vise Technologies, Inc. | $5.7M | 63,274 | New |
| 19 | SEEDS INVESTOR LLC | $4.3M | 47,198 | Added |
| 20 | Bravias Capital Group, LLC | $3.8M | 41,627 | Added |
| 21 | Encompass More Asset Management | $3.6M | 39,820 | New |
| 22 | CLG LLC | $2.7M | 30,201 | Trimmed |
| 23 | World Investment Advisors | $2.4M | 26,931 | Hold |
| 24 | LPL Financial LLC | $2.4M | 26,283 | Added |
| 25 | MATHER GROUP, LLC. | $2.1M | 23,454 | New |