| 1 | Armbruster Capital Management, Inc. | $32.7M | 191,754 | Added |
| 2 | Foundations Investment Advisors, LLC | $26.3M | 154,711 | Added |
| 3 | Pure Financial Advisors, LLC | $23.6M | 138,331 | Added |
| 4 | Focus Partners Wealth | $12.8M | 74,972 | Trimmed |
| 5 | Genesis Wealth Advisors, LLC | $10.4M | 60,996 | Added |
| 6 | OSAIC HOLDINGS, INC. | $7.0M | 40,824 | Added |
| 7 | LPL Financial LLC | $6.2M | 36,190 | Added |
| 8 | Wealthspire Advisors, LLC | $5.8M | 34,325 | New |
| 9 | Cannon Wealth Management Services, LLC | $5.3M | 31,337 | Added |
| 10 | Medallion Wealth Advisors, LLC | $4.9M | 28,760 | Added |
| 11 | BEACON FINANCIAL PLANNING, INC | $4.4M | 25,958 | Trimmed |
| 12 | Capital Advisors, Ltd. LLC | $3.6M | 21,013 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.6M | 20,861 | Trimmed |
| 14 | Royal Fund Management, LLC | $3.1M | 18,246 | Added |
| 15 | Corient Private Wealth LLC | $2.9M | 17,134 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $2.9M | 16,825 | Added |
| 17 | Integrated Wealth Concepts LLC | $2.5M | 11,253 | Added |
| 18 | Coastline Trust Co | $2.4M | 13,860 | Trimmed |
| 19 | Root Financial Partners, LLC | $2.2M | 13,100 | Added |
| 20 | Vise Technologies, Inc. | $2.0M | 11,505 | Added |
| 21 | Chicago Partners Investment Group LLC | $1.9M | 11,543 | Trimmed |
| 22 | TWO SIGMA INVESTMENTS, LP | $1.5M | 8,600 | Trimmed |
| 23 | INTERACTIVE FINANCIAL ADVISORS, INC. | $1.4M | 8,024 | Trimmed |
| 24 | Caitlin John, LLC | $1.3M | 7,779 | Added |
| 25 | Hobart Private Capital, LLC | $1.0M | 6,034 | Trimmed |