| 1 | Verus Financial Partners, Inc. | $63.3M | 1.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $27.4M | 588,196 | Trimmed |
| 3 | Pacific Life Fund Advisors LLC | $15.6M | 335,004 | Added |
| 4 | PARK AVENUE SECURITIES LLC | $14.1M | 302,623 | Added |
| 5 | Werba Rubin Papier Wealth Management | $10.3M | 221,889 | Added |
| 6 | Fort Vancouver Investment Management, LLC | $9.7M | 208,610 | Added |
| 7 | Ferguson Johnson Wealth Management Inc | $9.2M | 198,305 | Added |
| 8 | Mattern Wealth Management LLC | $8.9M | 191,929 | Trimmed |
| 9 | Strategic Blueprint, LLC | $7.9M | 168,913 | Added |
| 10 | Allodium Investment Consultants, LLC | $4.6M | 99,663 | Added |
| 11 | McCartney Wealth Management LLC | $4.5M | 97,038 | Added |
| 12 | MAIMON WEALTH MANAGEMENT LTD. | $4.1M | 88,580 | Added |
| 13 | Plancorp, LLC | $4.0M | 85,675 | Hold |
| 14 | Navigoe, LLC | $3.3M | 71,760 | Added |
| 15 | CoreCap Advisors, LLC | $3.3M | 71,217 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 66,437 | Added |
| 17 | B&D White Capital Company, LLC | $3.0M | 64,876 | Added |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $2.9M | 63,157 | New |
| 19 | Pacific Asset Management, LLC | $2.6M | 56,334 | Added |
| 20 | Approach Retirement Advisors, LLC | $2.2M | 46,438 | Added |
| 21 | Valued Wealth Advisors LLC | $1.8M | 38,403 | Trimmed |
| 22 | Private Advisor Group, LLC | $1.8M | 37,849 | Added |
| 23 | Eaton-Cambridge Inc. | $1.6M | 33,742 | Hold |
| 24 | Kestra Advisory Services, LLC | $1.5M | 32,285 | Added |
| 25 | SC&H Financial Advisors, Inc. | $1.4M | 29,969 | Added |