| 1 | First Pacific Financial | $16.0M | 250,140 | Added |
| 2 | MORGAN STANLEY | $11.6M | 180,433 | Trimmed |
| 3 | Financial Engines Advisors L.L.C. | $7.3M | 114,156 | Added |
| 4 | EP Wealth Advisors, LLC | $7.0M | 109,884 | New |
| 5 | North Berkeley Wealth Management, LLC | $2.4M | 38,261 | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 33,459 | Added |
| 7 | NATURAL INVESTMENTS, LLC | $2.0M | 31,380 | Added |
| 8 | Joel Adams & Associates, Inc. | $1.6M | 25,728 | Added |
| 9 | Ameritas Investment Partners, Inc. | $1.4M | 22,096 | Trimmed |
| 10 | CWM, LLC | $1.3M | 19,855 | Added |
| 11 | Dynamic Advisor Solutions LLC | $998,281 | 15,593 | Added |
| 12 | Sandbox Financial Partners, LLC | $972,200 | 15,186 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $796,940 | 12,448 | Trimmed |
| 14 | Creative Planning | $757,101 | 11,826 | Added |
| 15 | Mason & Associates Inc | $713,821 | 11,467 | Added |
| 16 | Horizon Investments, LLC | $709,086 | 11,076 | New |
| 17 | Archer Investment Management, LLC | $649,163 | 10,140 | Trimmed |
| 18 | RMG Wealth Management LLC | $405,499 | 5,703 | New |
| 19 | JOURNEY STRATEGIC WEALTH LLC | $391,994 | 6,123 | Added |
| 20 | Private Advisor Group, LLC | $384,759 | 6,010 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $373,594 | 5,552 | New |
| 22 | Colorado Capital Management, Inc. | $323,000 | 5,039 | Trimmed |
| 23 | BSW Wealth Partners | $309,857 | 4,840 | Added |
| 24 | MONEY CONCEPTS CAPITAL CORP | $296,605 | 4,633 | Hold |
| 25 | Mariner, LLC | $294,354 | 4,598 | Trimmed |