| 1 | Bogart Wealth, LLC | $74.8M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $55.5M | 1.4M | Trimmed |
| 3 | Unison Advisors LLC | $38.6M | 971,847 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $30.5M | 768,778 | Added |
| 5 | Morningstar Investment Management LLC | $27.7M | 723,788 | Hold |
| 6 | Seven Springs Wealth Group, LLC | $23.9M | 601,701 | Added |
| 7 | Johnson Bixby & Associates, LLC | $23.7M | 597,009 | Added |
| 8 | Resonant Capital Advisors, LLC | $22.6M | 570,078 | Added |
| 9 | Almanack Investment Partners, LLC. | $22.3M | 561,157 | Trimmed |
| 10 | Elgethun Capital Management | $22.1M | 556,068 | Added |
| 11 | ASPIRIANT, LLC | $21.4M | 539,037 | Trimmed |
| 12 | PRINCIPAL SECURITIES, INC. | $19.5M | 490,430 | Trimmed |
| 13 | HHM Wealth Advisors, LLC | $19.1M | 480,918 | Added |
| 14 | FINANCIAL CONSULATE, INC | $18.8M | 473,791 | Added |
| 15 | Cornerstone Planning Group LLC | $17.7M | 432,725 | Added |
| 16 | Charles Schwab Trust Co | $16.3M | 409,608 | Trimmed |
| 17 | Kathmere Capital Management, LLC | $15.6M | 393,575 | Added |
| 18 | Concurrent Investment Advisors, LLC | $15.5M | 390,468 | Added |
| 19 | MOLLER WEALTH PARTNERS | $14.7M | 370,133 | Added |
| 20 | Prairiewood Capital, LLC | $14.5M | 365,480 | Added |
| 21 | Nicholas Hoffman & Company, LLC. | $14.3M | 360,874 | Added |
| 22 | CABOT WEALTH MANAGEMENT INC | $14.3M | 359,305 | Added |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | $13.2M | 332,698 | Trimmed |
| 24 | LFA - Lugano Financial Advisors SA | $13.0M | 328,425 | Trimmed |
| 25 | ASSETMARK, INC | $11.6M | 292,193 | Added |