| 1 | Checchi Capital Advisers, LLC | $12.3M | 162,692 | Added |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $9.0M | 119,047 | Hold |
| 3 | Omega Financial Group, LLC | $5.8M | 76,931 | Trimmed |
| 4 | Pathway Financial Advisors LLC | $4.2M | 56,453 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 53,845 | Trimmed |
| 6 | Sowell Financial Services LLC | $3.7M | 48,944 | Added |
| 7 | Cypress Point Wealth Management, LLC | $2.0M | 26,698 | Trimmed |
| 8 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.7M | 22,303 | Trimmed |
| 9 | Williams & Novak, LLC | $1.5M | 20,035 | Trimmed |
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.3M | 17,638 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 17,022 | New |
| 12 | REBALANCE, LLC | $1.2M | 15,804 | Trimmed |
| 13 | NorthLanding Financial Partners, LLC | $1.2M | 15,320 | Added |
| 14 | SAX WEALTH ADVISORS, LLC | $969,155 | 14,009 | Trimmed |
| 15 | Powerhouse Assets LLC | $836,667 | 11,025 | Added |
| 16 | Trust Co of the South | $788,877 | 10,395 | Hold |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $734,690 | 9,681 | Trimmed |
| 18 | Glass Jacobson Investment Advisors llc | $719,938 | 9,487 | Added |
| 19 | Avior Wealth Management, LLC | $718,456 | 9,467 | Hold |
| 20 | Falcon Wealth Planning | $715,005 | 9,422 | Trimmed |
| 21 | SIMON QUICK ADVISORS, LLC | $691,005 | 9,105 | Added |
| 22 | NOTTINGHAM ADVISORS, INC. | $587,096 | 8,297 | Hold |
| 23 | MB Generational Wealth, LLC | $580,179 | 7,645 | Hold |
| 24 | BIP Wealth, LLC | $543,141 | 7,157 | Trimmed |
| 25 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $541,551 | 7,136 | Trimmed |