| 1 | Stairway Partners, LLC | $34.6M | 220,174 | Trimmed |
| 2 | RAINEY & RANDALL WEALTH ADVISORS INC. | $29.7M | 189,028 | Added |
| 3 | First Pacific Financial | $28.2M | 179,562 | Added |
| 4 | Vontobel Holding Ltd. | $26.1M | 166,503 | Added |
| 5 | FINANCIAL CONSULATE, INC | $10.5M | 67,180 | Trimmed |
| 6 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 8,693 | Added |
| 7 | Sowell Financial Services LLC | $1.2M | 7,339 | Hold |
| 8 | L. Roy Papp & Associates, LLP | $808,396 | 5,150 | Hold |
| 9 | Banco Santander, S.A. | $614,223 | 3,913 | Trimmed |
| 10 | MAGNOLIA CAPITAL MANAGEMENT LTD | $606,000 | 3,860 | Trimmed |
| 11 | Yoffe Investment Management, LLC | $582,305 | 3,710 | Added |
| 12 | K2 Financial Inc. | $564,949 | 3,598 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $448,000 | 2,852 | New |
| 14 | Great Waters Wealth Management | $407,154 | 2,594 | Trimmed |
| 15 | Freestone Capital Holdings, LLC | $386,146 | 2,460 | New |
| 16 | Private Advisor Group, LLC | $370,303 | 2,359 | Trimmed |
| 17 | Nicholas Hoffman & Company, LLC. | $313,618 | 1,998 | Added |
| 18 | Farther Finance Advisors, LLC | $238,463 | 1,519 | Trimmed |
| 19 | Birch Hill Investment Advisors LLC | $229,333 | 1,461 | New |
| 20 | Kestra Advisory Services, LLC | $221,746 | 1,413 | New |
| 21 | CoreCap Advisors, LLC | $152,418 | 971 | Trimmed |
| 22 | SBI Securities Co., Ltd. | $128,088 | 816 | Trimmed |
| 23 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $89,060 | 1,000 | New |
| 24 | WHITTIER TRUST CO OF NEVADA INC | $87,881 | 574 | Hold |
| 25 | ORG Wealth Partners, LLC | $40,655 | 259 | Hold |