| 1 | Elmwood Wealth Management, Inc. | $11.6M | 229,610 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 149,618 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.6M | 129,824 | Added |
| 4 | NDWM LLC | $4.5M | 88,772 | Added |
| 5 | Miracle Mile Advisors, LLC | $3.4M | 66,419 | Trimmed |
| 6 | BAILARD, INC. | $2.9M | 57,765 | Added |
| 7 | HUB Investment Partners, LLC | $2.5M | 48,922 | Added |
| 8 | Atlas Private Wealth Advisors | $1.7M | 33,089 | Added |
| 9 | TriaGen Wealth Management LLC | $1.6M | 31,020 | Added |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 26,239 | Hold |
| 11 | KANAWHA CAPITAL MANAGEMENT LLC | $1.3M | 26,000 | Added |
| 12 | KWB Wealth | $1.3M | 25,732 | Added |
| 13 | FLC Capital Advisors | $1.2M | 23,991 | Added |
| 14 | MEMBERS WEALTH LLC | $1.2M | 23,810 | Added |
| 15 | Private Advisor Group, LLC | $1.1M | 21,841 | New |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $1.0M | 20,700 | Trimmed |
| 17 | Shared Vision Wealth Group LLC | $1.0M | 20,687 | Hold |
| 18 | Diversified Portfolios, Inc. | $796,987 | 15,771 | Added |
| 19 | Tortuga Wealth Management, Inc | $765,535 | 15,149 | Added |
| 20 | Savvy Advisors, Inc. | $600,559 | 11,884 | Trimmed |
| 21 | Richard P Slaughter Associates Inc | $575,543 | 11,389 | Trimmed |
| 22 | Selby Wealth Management, LLC | $555,731 | 10,997 | Added |
| 23 | Sowell Financial Services LLC | $525,941 | 10,407 | Added |
| 24 | Weaver Consulting Group | $520,511 | 10,300 | Added |
| 25 | Kroeger Financial Partners | $513,789 | 10,167 | New |