| 1 | Gemmer Asset Management LLC | $38.6M | 713,531 | Added |
| 2 | BAILARD, INC. | $13.6M | 251,570 | Added |
| 3 | Miracle Mile Advisors, LLC | $4.9M | 90,908 | Trimmed |
| 4 | Values Added Financial LLC | $2.7M | 50,519 | Trimmed |
| 5 | TIFF ADVISORY SERVICES, LLC | $1.8M | 33,093 | Added |
| 6 | CAMELOT TECHNOLOGY ADVISORS, INC. | $1.4M | 25,484 | Added |
| 7 | PROFFITT & GOODSON INC | $1.1M | 20,814 | Added |
| 8 | Whipplewood Advisors, LLC | $1.1M | 19,623 | Added |
| 9 | Bond & Devick Financial Network, Inc. | $807,218 | 14,915 | Added |
| 10 | Advisory Solutions Group, LLC | $628,231 | 11,608 | New |
| 11 | GGM Financials LLC | $608,100 | 11,236 | New |
| 12 | RETIREMENT INCOME SOLUTIONS, INC | $523,790 | 10,525 | Hold |
| 13 | Parkwoods Wealth Partners, LLC | $430,967 | 7,963 | New |
| 14 | Boyd Wealth Management, LLC | $416,030 | 7,687 | Trimmed |
| 15 | William Mack & Associates, Inc. | $401,147 | 7,412 | Added |
| 16 | eCIO, Inc. | $399,377 | 7,379 | Added |
| 17 | Key Financial Inc | $390,430 | 7,214 | Hold |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $388,440 | 7,177 | Added |
| 19 | SteelPeak Wealth, LLC | $353,087 | 6,524 | Hold |
| 20 | Diversified Enterprises, LLC | $305,027 | 5,636 | Added |
| 21 | COLTON GROOME FINANCIAL ADVISORS, LLC | $299,020 | 5,525 | Added |
| 22 | Ethic Inc. | $278,183 | 5,140 | New |
| 23 | Blue Zone Wealth Advisors, LLC | $246,793 | 4,560 | Hold |
| 24 | BURNS J W & CO INC/NY | $246,251 | 4,550 | Hold |
| 25 | ARCADIA INVESTMENT ADVISORS LLC | $211,993 | 3,917 | Hold |