| 1 | Bank of Italy | $48.6M | 771,136 | Hold |
| 2 | Olde Wealth Management, LLC | $32.7M | 518,574 | Added |
| 3 | Koss-Olinger Consulting, LLC | $26.0M | 412,410 | Added |
| 4 | Baltimore-Washington Financial Advisors, Inc. | $25.4M | 402,455 | Added |
| 5 | LPL Financial LLC | $20.3M | 322,152 | Trimmed |
| 6 | TOMPKINS FINANCIAL CORP | $19.0M | 301,366 | Added |
| 7 | Allworth Financial LP | $13.8M | 219,537 | Added |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $11.7M | 186,007 | Added |
| 9 | SOA Wealth Advisors, LLC. | $10.7M | 168,952 | Trimmed |
| 10 | Laurel Wealth Planning LLC | $10.0M | 158,051 | Trimmed |
| 11 | RETIREMENT CAPITAL STRATEGIES | $9.9M | 157,122 | Trimmed |
| 12 | Private Advisor Group, LLC | $7.8M | 123,781 | Trimmed |
| 13 | Financial Engines Advisors L.L.C. | $6.2M | 98,197 | Added |
| 14 | Integrated Wealth Concepts LLC | $5.7M | 90,093 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 63,606 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $3.6M | 57,566 | Added |
| 17 | Equitable Holdings, Inc. | $3.6M | 54,825 | Trimmed |
| 18 | Gradient Investments LLC | $3.5M | 55,961 | Trimmed |
| 19 | Bank of New York Mellon Corp | $3.4M | 53,233 | Added |
| 20 | BIRCHBROOK, INC. | $3.0M | 47,971 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.9M | 46,448 | Trimmed |
| 22 | HighTower Advisors, LLC | $2.8M | 45,178 | Added |
| 23 | Affiance Financial, LLC | $2.8M | 44,594 | New |
| 24 | MEITAV INVESTMENT HOUSE LTD | $2.4M | 39,590 | Added |
| 25 | MainStreet Investment Advisors LLC | $2.4M | 37,479 | New |