| 1 | Conservest Capital Advisors, Inc. | $33.5M | 510,148 | Added |
| 2 | WEATHERLY ASSET MANAGEMENT L. P. | $26.3M | 400,837 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $13.9M | 211,436 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 100,763 | Added |
| 5 | Baron Financial Group, LLC | $5.4M | 82,725 | Trimmed |
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.7M | 56,412 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 51,045 | Added |
| 8 | Wealthcare Advisory Partners LLC | $2.6M | 40,163 | Added |
| 9 | Colorado Capital Management, Inc. | $2.2M | 33,164 | Trimmed |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.1M | 32,408 | Added |
| 11 | 1 NORTH WEALTH SERVICES LLC | $2.1M | 32,299 | Added |
| 12 | PRINCIPAL SECURITIES, INC. | $1.9M | 29,462 | Added |
| 13 | Lynx Investment Advisory | $1.7M | 25,625 | Trimmed |
| 14 | Prism Advisors, Inc. | $1.4M | 20,990 | Trimmed |
| 15 | Apella Capital, LLC | $1.0M | 15,336 | Trimmed |
| 16 | Phoenix Wealth Advisors | $970,832 | 14,770 | Added |
| 17 | Allodium Investment Consultants, LLC | $858,991 | 13,068 | Trimmed |
| 18 | Wealth Advisory Team LLC | $686,430 | 10,443 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $677,761 | 10,311 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $672,787 | 10,257 | Trimmed |
| 21 | Sequoia Financial Advisors, LLC | $625,968 | 9,523 | Hold |
| 22 | Diversified Trust Co | $539,971 | 8,215 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $530,513 | 8,071 | Trimmed |
| 24 | New England Private Wealth Advisors LLC | $492,975 | 7,500 | New |
| 25 | Miracle Mile Advisors, LLC | $492,975 | 7,500 | Hold |