| 1 | ASPIRIANT, LLC | $31.0M | 122,719 | Added |
| 2 | BSW Wealth Partners | $14.0M | 55,343 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.9M | 15,432 | Added |
| 4 | Stonehearth Capital Management, LLC | $3.6M | 14,252 | Added |
| 5 | Midwest Financial Partners Investments, Inc. | $3.0M | 11,929 | Added |
| 6 | Gradient Investments LLC | $2.1M | 8,150 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 7,967 | Added |
| 8 | ALBION FINANCIAL GROUP /UT | $1.9M | 7,344 | Added |
| 9 | Cardinal Point Capital Management ULC | $1.7M | 6,794 | Trimmed |
| 10 | Bond & Devick Financial Network, Inc. | $1.4M | 5,443 | Added |
| 11 | Westmount Partners, LLC | $1.0M | 4,067 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $967,960 | 3,826 | Added |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | $902,092 | 3,566 | Hold |
| 14 | North Berkeley Wealth Management, LLC | $852,256 | 3,369 | Added |
| 15 | Miracle Mile Advisors, LLC | $778,909 | 3,079 | Added |
| 16 | Ackerman Capital Advisors, LLC | $720,712 | 2,849 | Hold |
| 17 | Relyea Zuckerberg Hanson LLC | $498,885 | 1,972 | Added |
| 18 | Golden State Wealth Management, LLC | $462,647 | 1,829 | Trimmed |
| 19 | CERTUITY, LLC | $444,013 | 1,755 | Added |
| 20 | Belpointe Asset Management LLC | $434,602 | 1,718 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $426,507 | 1,686 | Added |
| 22 | TD PRIVATE CLIENT WEALTH LLC | $410,823 | 1,624 | Trimmed |
| 23 | Dougherty Wealth Advisers LLC | $401,716 | 1,588 | Added |
| 24 | Ellenbecker Investment Group | $372,371 | 1,472 | New |
| 25 | Merit Financial Group, LLC | $359,533 | 1,421 | Added |