| 1 | ALM First Financial Advisors, LLC | $44.7M | 983,500 | Added |
| 2 | Sepio Capital, LP | $22.1M | 486,941 | Added |
| 3 | TriaGen Wealth Management LLC | $13.3M | 291,869 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $8.4M | 185,636 | Added |
| 5 | Warren Street Wealth Advisors, LLC | $8.2M | 181,142 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 157,629 | Trimmed |
| 7 | Welch Financial Planning, LLC | $7.3M | 161,416 | Added |
| 8 | Professional Financial Management, Inc. | $6.8M | 149,520 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 148,414 | Added |
| 10 | Opus Capital Group, LLC | $6.7M | 147,911 | Added |
| 11 | Westview Management dba Westview Investment Advisors | $6.0M | 131,563 | Added |
| 12 | United Advisor Group, LLC | $5.4M | 118,042 | Added |
| 13 | Ignite Planners, LLC | $5.3M | 117,617 | Added |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.8M | 104,849 | Added |
| 15 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $4.2M | 91,934 | Trimmed |
| 16 | Fermata Advisors, LLC | $3.3M | 72,989 | Trimmed |
| 17 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.3M | 72,235 | New |
| 18 | Aprio Wealth Management, LLC | $3.1M | 67,713 | Added |
| 19 | LexAurum Advisors, LLC | $3.0M | 66,986 | Added |
| 20 | Fifth Third Securities, Inc. | $2.7M | 58,459 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 57,996 | Added |
| 22 | Kesler, Norman & Wride, LLC | $2.6M | 57,892 | Added |
| 23 | DAVENPORT & Co LLC | $2.2M | 47,877 | Added |
| 24 | PRINCIPAL SECURITIES, INC. | $2.0M | 44,153 | Added |
| 25 | Dynamic Advisor Solutions LLC | $1.8M | 39,122 | Added |