| 1 | Cambridge Investment Research Advisors, Inc. | $37.3M | 1.2M | Added |
| 2 | FINANCIAL CONSULATE, INC | $32.8M | 1.1M | Added |
| 3 | Sound Stewardship, LLC | $19.8M | 649,548 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 296,599 | Added |
| 5 | Family Capital Management, Inc. | $7.3M | 239,818 | Added |
| 6 | Kaizen Financial Strategies | $6.1M | 199,338 | Added |
| 7 | Leonard Rickey Investment Advisors P.L.L.C. | $5.3M | 175,050 | Trimmed |
| 8 | Rossby Financial, LCC | $5.1M | 166,973 | Trimmed |
| 9 | JAMES INVESTMENT RESEARCH, INC. | $3.9M | 128,589 | Added |
| 10 | Guardian Financial Partners, LLC | $3.8M | 126,188 | Trimmed |
| 11 | Resonant Capital Advisors, LLC | $3.6M | 116,763 | Added |
| 12 | Centurion Wealth Management LLC | $2.9M | 95,380 | Added |
| 13 | HHM Wealth Advisors, LLC | $2.7M | 88,708 | Trimmed |
| 14 | Red Door Wealth Management, LLC | $2.6M | 86,729 | Hold |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 76,246 | Trimmed |
| 16 | Foster Group, Inc. | $2.3M | 75,342 | Added |
| 17 | Yoder Wealth Management, Inc. | $2.2M | 72,592 | Hold |
| 18 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $2.1M | 69,025 | Added |
| 19 | Nicholas Hoffman & Company, LLC. | $2.0M | 67,258 | Added |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 63,765 | Trimmed |
| 21 | SeaCrest Wealth Management, LLC | $1.9M | 61,133 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 51,538 | Added |
| 23 | Values Added Financial LLC | $1.5M | 49,678 | Hold |
| 24 | BIP Wealth, LLC | $1.5M | 47,675 | New |
| 25 | Carnegie Investment Counsel | $1.3M | 42,559 | Added |