| 1 | Main Street Research LLC | $87.8M | 2.0M | Added |
| 2 | LPL Financial LLC | $33.5M | 774,242 | Added |
| 3 | EVOLVE PRIVATE WEALTH, LLC | $29.8M | 688,053 | Added |
| 4 | Larson Financial Group LLC | $21.6M | 500,113 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3M | 399,825 | Trimmed |
| 6 | TRB Wealth Management, LLC | $17.2M | 397,446 | Added |
| 7 | Phoenix Wealth Advisors | $12.0M | 278,022 | Added |
| 8 | Causey Wealth LLC | $11.9M | 274,582 | Added |
| 9 | Modern Wealth Management, LLC | $11.8M | 271,793 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $11.1M | 256,093 | Trimmed |
| 11 | Financial Strategies Group, Inc. | $10.1M | 231,225 | Added |
| 12 | Cetera Investment Advisers | $10.0M | 231,319 | Added |
| 13 | Advisors Capital Management, LLC | $9.0M | 207,092 | Added |
| 14 | COURIER CAPITAL LLC | $8.3M | 190,869 | Added |
| 15 | Eagle Strategies LLC | $7.8M | 180,163 | Trimmed |
| 16 | SouthState Bank Corp | $7.7M | 177,569 | Added |
| 17 | Focus Financial Network, Inc. | $7.1M | 164,366 | Added |
| 18 | STIFEL FINANCIAL CORP | $6.9M | 159,583 | Added |
| 19 | McAdam, LLC | $6.4M | 148,750 | Trimmed |
| 20 | Beacon Pointe Advisors, LLC | $6.3M | 145,343 | Trimmed |
| 21 | Cerity Partners LLC | $5.7M | 131,059 | Trimmed |
| 22 | Beaird Harris Wealth Management, LLC | $5.5M | 127,193 | Trimmed |
| 23 | Bedel Financial Consulting, Inc. | $5.3M | 121,298 | Added |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 114,460 | Trimmed |
| 25 | Williams & Novak, LLC | $4.8M | 110,204 | Added |