| 1 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $13.6M | 182,808 | Added |
| 2 | Apella Capital, LLC | $9.7M | 133,347 | Trimmed |
| 3 | BIP Wealth, LLC | $7.1M | 95,321 | Added |
| 4 | Welch Financial Planning, LLC | $6.5M | 87,734 | Added |
| 5 | Checchi Capital Advisers, LLC | $4.5M | 60,127 | Trimmed |
| 6 | RPg Family Wealth Advisory, LLC | $4.1M | 55,352 | Trimmed |
| 7 | WADDELL & ASSOCIATES, LLC | $3.9M | 51,981 | Trimmed |
| 8 | Brady Martz Wealth Solutions, LLC | $3.6M | 48,460 | Added |
| 9 | Sepio Capital, LP | $3.3M | 43,898 | Added |
| 10 | CABOT WEALTH MANAGEMENT INC | $3.1M | 41,320 | Trimmed |
| 11 | Cascade Financial Partners, LLC | $3.0M | 40,368 | Added |
| 12 | AE Wealth Management LLC | $2.8M | 37,551 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 37,461 | Trimmed |
| 14 | Merit Financial Group, LLC | $2.5M | 33,719 | Added |
| 15 | CarsonAllaria Wealth Management, Ltd. | $2.3M | 31,155 | Trimmed |
| 16 | MARYLAND CAPITAL ADVISORS INC. | $1.7M | 23,550 | Trimmed |
| 17 | Spire Wealth Management | $1.1M | 14,944 | Added |
| 18 | Heartwood Wealth Advisors LLC | $975,627 | 13,130 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $948,000 | 12,768 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $931,130 | 12,531 | Trimmed |
| 21 | Powerhouse Assets LLC | $858,511 | 11,554 | Trimmed |
| 22 | Rockingstone Advisors LLC | $739,634 | 9,954 | Hold |
| 23 | Omega Financial Group, LLC | $654,825 | 8,813 | Trimmed |
| 24 | HighRoad Wealth Advisors, LLC | $650,171 | 8,750 | Hold |
| 25 | Cyr Financial Inc. | $629,411 | 8,471 | Trimmed |