| 1 | Unison Advisors LLC | $39.0M | 912,565 | Added |
| 2 | Three Arch Wealth Management LLC | $26.3M | 615,346 | Added |
| 3 | Beacon Pointe Advisors, LLC | $14.6M | 341,655 | Trimmed |
| 4 | Vestmark Advisory Solutions, Inc. | $10.2M | 238,019 | Trimmed |
| 5 | von Borstel & Associates, Inc. | $9.5M | 223,277 | Trimmed |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $8.5M | 198,248 | Added |
| 7 | DiNuzzo Private Wealth, Inc. | $8.4M | 195,801 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 182,687 | Added |
| 9 | United Wealth Management, LLC | $7.2M | 168,388 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $6.6M | 154,330 | Added |
| 11 | Integrity Advisory Solutions, LLC | $6.3M | 146,456 | Added |
| 12 | Integrated Wealth Concepts LLC | $6.2M | 145,071 | Added |
| 13 | JANE STREET GROUP, LLC | $6.0M | 140,838 | Added |
| 14 | Mariner, LLC | $5.7M | 133,413 | Added |
| 15 | Quadcap Wealth Management, LLC | $5.7M | 132,252 | Trimmed |
| 16 | Chicago Partners Investment Group LLC | $5.6M | 139,977 | Added |
| 17 | INTEGRITY ALLIANCE, LLC. | $4.5M | 105,047 | Trimmed |
| 18 | Meredith Wealth Planning | $4.5M | 104,333 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $4.3M | 99,612 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $4.1M | 96,149 | Trimmed |
| 21 | Wealth Advisors Northwest LLC | $4.1M | 95,493 | Added |
| 22 | NewEdge Advisors, LLC | $4.0M | 93,795 | Added |
| 23 | Foundry Financial LLC | $3.9M | 90,669 | Added |
| 24 | Merit Financial Group, LLC | $3.8M | 89,788 | Added |
| 25 | FISCHER INVESTMENT STRATEGIES, LLC | $3.8M | 88,719 | Trimmed |