| 1 | Stanich Group LLC | $72.9M | 551,409 | Added |
| 2 | IMPACTfolio, LLC | $66.0M | 499,439 | Trimmed |
| 3 | Apella Capital, LLC | $54.9M | 415,255 | Added |
| 4 | Crewe Advisors LLC | $48.2M | 364,656 | Added |
| 5 | Platt Investment Counsel, LLC | $46.1M | 348,831 | Added |
| 6 | Facet Wealth, Inc. | $45.9M | 347,433 | Trimmed |
| 7 | MATHER GROUP, LLC. | $42.6M | 321,873 | Added |
| 8 | Sellwood Investment Partners LLC | $41.6M | 314,328 | Trimmed |
| 9 | Garde Capital, Inc. | $31.1M | 234,927 | Trimmed |
| 10 | Angeles Investment Advisors, LLC | $30.5M | 230,836 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $30.4M | 230,220 | Trimmed |
| 12 | Hanson & Doremus Investment Management | $30.1M | 227,643 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $28.6M | 215,976 | Added |
| 14 | Gemmer Asset Management LLC | $24.2M | 183,341 | Trimmed |
| 15 | HUB Investment Partners, LLC | $22.7M | 171,322 | Added |
| 16 | LifeGuide Financial Advisors, LLC | $21.4M | 161,663 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $19.7M | 149,053 | Trimmed |
| 18 | Human Investing LLC | $19.6M | 148,493 | Trimmed |
| 19 | Orgel Wealth Management, LLC | $18.9M | 143,189 | Added |
| 20 | Caprock Group, LLC | $18.5M | 139,946 | Added |
| 21 | Diversified Portfolios, Inc. | $16.1M | 121,505 | Trimmed |
| 22 | Miracle Mile Advisors, LLC | $15.5M | 117,352 | Trimmed |
| 23 | One Day In July LLC | $14.9M | 112,962 | Added |
| 24 | BAILARD, INC. | $13.6M | 102,967 | Added |
| 25 | Farrell Financial LLC | $13.0M | 98,026 | Trimmed |