| 1 | Revolve Wealth Partners, LLC | $32.4M | 411,612 | Added |
| 2 | Valley Financial Group, Inc. | $18.6M | 236,631 | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 217,012 | Added |
| 4 | BWM Planning, LLC | $16.1M | 205,011 | Added |
| 5 | LPL Financial LLC | $15.7M | 199,352 | Trimmed |
| 6 | D.A. DAVIDSON & CO. | $12.5M | 158,850 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $10.4M | 132,599 | Trimmed |
| 8 | One Degree Advisors Inc | $10.4M | 134,618 | Added |
| 9 | JPL Wealth Management, LLC | $9.1M | 115,998 | Added |
| 10 | Commonwealth Financial Services, LLC | $8.8M | 112,150 | Trimmed |
| 11 | Stokes Family Office, LLC | $8.0M | 101,120 | Trimmed |
| 12 | Kathmere Capital Management, LLC | $7.9M | 100,539 | Trimmed |
| 13 | Empowered Funds, LLC | $5.7M | 72,997 | Added |
| 14 | OSAIC HOLDINGS, INC. | $5.4M | 68,422 | Trimmed |
| 15 | Vise Technologies, Inc. | $4.9M | 61,678 | Added |
| 16 | Ethos Financial Group, LLC | $3.8M | 53,727 | Trimmed |
| 17 | Vestment Financial LLC | $3.8M | 49,076 | Added |
| 18 | Advantage Trust Co | $3.6M | 45,684 | Added |
| 19 | Savvy Advisors, Inc. | $3.5M | 43,998 | Added |
| 20 | Empirical Finance, LLC | $3.3M | 41,836 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.2M | 40,610 | Added |
| 22 | Cambria Investment Management, L.P. | $3.2M | 40,273 | Added |
| 23 | Brookwood Investment Group LLC | $3.0M | 38,672 | Trimmed |
| 24 | TWO SIGMA INVESTMENTS, LP | $2.9M | 36,500 | New |
| 25 | Seed Wealth Management, Inc. | $2.4M | 30,940 | Hold |