| 1 | Unison Advisors LLC | $240.9M | 2.4M | Added |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $56.7M | 561,581 | Trimmed |
| 3 | TIAA Wealth Investment Management LLC | $41.9M | 414,611 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 383,067 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $33.8M | 334,859 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $24.9M | 246,117 | Added |
| 7 | Joel Isaacson & Co., LLC | $24.3M | 240,333 | Added |
| 8 | HighTower Advisors, LLC | $23.9M | 236,290 | Added |
| 9 | Cetera Investment Advisers | $20.5M | 203,435 | Added |
| 10 | Avantax Planning Partners, Inc. | $18.9M | 187,307 | Trimmed |
| 11 | SEEDS INVESTOR LLC | $16.5M | 163,498 | Trimmed |
| 12 | HALL CAPITAL MANAGEMENT CO INC | $14.8M | 146,836 | New |
| 13 | Merit Financial Group, LLC | $14.1M | 139,584 | Added |
| 14 | Aspire Private Capital, LLC | $13.8M | 137,153 | Added |
| 15 | Equitable Holdings, Inc. | $12.8M | 126,352 | Trimmed |
| 16 | KEYVANTAGE WEALTH, LLC | $9.5M | 94,424 | Added |
| 17 | FIRST FINANCIAL BANK - TRUST DIVISION | $8.8M | 87,055 | Added |
| 18 | Heartwood Wealth Advisors LLC | $8.2M | 81,425 | Added |
| 19 | Silver Oak Advisory Group, Inc. | $7.4M | 73,232 | Added |
| 20 | Atria Investments, Inc | $6.8M | 67,449 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $6.7M | 65,926 | Added |
| 22 | Ashton Thomas Private Wealth, LLC | $6.5M | 64,478 | Trimmed |
| 23 | S.A. Mason LLC | $6.4M | 63,407 | Added |
| 24 | LPL Financial LLC | $6.1M | 60,901 | Added |
| 25 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 55,973 | Added |