| 1 | Wellspring Financial Advisors, LLC | $88.1M | 2.2M | Added |
| 2 | Heirloom Wealth Management | $39.8M | 1.0M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $21.0M | 529,496 | Added |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 529,428 | Trimmed |
| 5 | Mirae Asset Global Investments Co., Ltd. | $20.2M | 511,600 | Trimmed |
| 6 | AUGUSTINE ASSET MANAGEMENT INC | $15.0M | 380,296 | Trimmed |
| 7 | Sonoma Allocations LLC | $12.4M | 308,858 | Trimmed |
| 8 | COLTON GROOME FINANCIAL ADVISORS, LLC | $12.3M | 310,579 | Added |
| 9 | Kestra Advisory Services, LLC | $11.2M | 282,294 | Trimmed |
| 10 | CLG LLC | $10.9M | 276,529 | Added |
| 11 | China Universal Asset Management Co., Ltd. | $9.6M | 242,000 | Hold |
| 12 | GoalVest Advisory LLC | $8.8M | 221,219 | Added |
| 13 | AMERICAN NATIONAL BANK & TRUST | $8.7M | 220,351 | Added |
| 14 | Prospera Financial Services Inc | $7.8M | 198,011 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 182,319 | Trimmed |
| 16 | Fortis Group Advisors, LLC | $7.2M | 181,273 | Added |
| 17 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $7.0M | 177,988 | Added |
| 18 | Marks Group Wealth Management, Inc | $6.8M | 170,635 | Trimmed |
| 19 | Rockport Wealth LLC | $5.6M | 141,928 | New |
| 20 | Nikulski Financial, Inc. | $4.9M | 123,390 | Added |
| 21 | Procyon Advisors, LLC | $4.8M | 122,006 | Trimmed |
| 22 | Optimus Capital Advisors, LLC | $4.4M | 110,408 | Trimmed |
| 23 | MGO ONE SEVEN LLC | $4.3M | 109,855 | Trimmed |
| 24 | Cambridge Advisors Inc. | $3.6M | 92,025 | Added |
| 25 | WealthTrak Capital Management LLC | $3.4M | 86,992 | Added |