| 1 | Elm Partners Management LLC | $51.1M | 656,570 | Added |
| 2 | Legacy CG, LLC | $31.3M | 402,641 | Trimmed |
| 3 | GREENWOOD CAPITAL ASSOCIATES LLC | $29.5M | 379,654 | Trimmed |
| 4 | Robertson Stephens Wealth Management, LLC | $10.0M | 128,386 | Trimmed |
| 5 | 1 NORTH WEALTH SERVICES LLC | $9.3M | 119,430 | Added |
| 6 | Curbstone Financial Management Corp | $5.0M | 64,390 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.0M | 64,148 | Added |
| 8 | Secure Asset Management, LLC | $4.5M | 58,459 | Added |
| 9 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.6M | 46,336 | Added |
| 10 | BRANDYWINE OAK PRIVATE WEALTH LLC | $2.5M | 31,685 | Trimmed |
| 11 | Evansbrook LLC | $2.4M | 31,430 | Hold |
| 12 | Nolet Wealth Management, LLC | $2.4M | 30,265 | Hold |
| 13 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $1.7M | 21,249 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 20,349 | Trimmed |
| 15 | KELLY FINANCIAL GROUP LLC | $1.5M | 19,907 | Trimmed |
| 16 | MN Wealth Advisors, LLC | $1.5M | 19,096 | Trimmed |
| 17 | Wealthcare Advisory Partners LLC | $1.0M | 13,035 | Added |
| 18 | CERTUITY, LLC | $984,413 | 12,658 | Trimmed |
| 19 | CHOREO, LLC | $953,460 | 12,260 | Trimmed |
| 20 | Yoffe Investment Management, LLC | $827,651 | 10,642 | Hold |
| 21 | Private Advisor Group, LLC | $790,236 | 10,161 | Added |
| 22 | Mechanics Bank Trust Department | $664,855 | 8,549 | Added |
| 23 | Caprock Group, LLC | $661,201 | 8,502 | Added |
| 24 | Crewe Advisors LLC | $563,755 | 7,249 | Hold |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | $545,946 | 7,020 | Hold |