| 1 | First Pacific Financial | $19.5M | 255,950 | Added |
| 2 | TFC Financial Management, Inc. | $4.7M | 61,148 | New |
| 3 | North Berkeley Wealth Management, LLC | $4.0M | 52,819 | Added |
| 4 | NATURAL INVESTMENTS, LLC | $2.5M | 33,504 | Added |
| 5 | Dynamic Advisor Solutions LLC | $1.3M | 16,471 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,945 | Added |
| 7 | Mason & Associates Inc | $898,182 | 11,798 | Added |
| 8 | Archer Investment Management, LLC | $713,795 | 9,376 | Trimmed |
| 9 | Private Advisor Group, LLC | $691,794 | 9,087 | Added |
| 10 | LINCOLN CAPITAL CORP | $407,676 | 5,355 | New |
| 11 | BSW Wealth Partners | $361,923 | 4,754 | Trimmed |
| 12 | FOUNDERS FINANCIAL SECURITIES LLC | $357,583 | 4,697 | Trimmed |
| 13 | MONEY CONCEPTS CAPITAL CORP | $333,678 | 4,383 | Trimmed |
| 14 | MISSION WEALTH MANAGEMENT, LP | $324,549 | 4,263 | Added |
| 15 | Colorado Capital Management, Inc. | $284,000 | 3,736 | Trimmed |
| 16 | Summit Global Investments | $275,000 | 3,610 | New |
| 17 | Gemmer Asset Management LLC | $244,623 | 3,213 | Trimmed |
| 18 | PRINCIPAL SECURITIES, INC. | $204,187 | 2,682 | New |
| 19 | VALLEY NATIONAL ADVISERS INC | $118,402 | 1,555 | Trimmed |
| 20 | AE Wealth Management LLC | $87,550 | 1,150 | New |
| 21 | Triumph Capital Management | $62,807 | 825 | Hold |
| 22 | CDKV HOLDINGS LLC | $36,238 | 476 | Hold |
| 23 | Founders Financial Alliance, LLC | $9,059 | 119 | Hold |
| 24 | Rossby Financial, LCC | $5,920 | 78 | Hold |