| 1 | Main Street Research LLC | $87.8M | 2.0M | Added |
| 2 | Phoenix Wealth Advisors | $12.0M | 278,022 | Added |
| 3 | COURIER CAPITAL LLC | $8.3M | 190,869 | Added |
| 4 | Eagle Strategies LLC | $7.8M | 180,163 | Trimmed |
| 5 | Focus Financial Network, Inc. | $7.1M | 164,366 | Added |
| 6 | McAdam, LLC | $6.4M | 148,750 | Trimmed |
| 7 | Beaird Harris Wealth Management, LLC | $5.5M | 127,193 | Trimmed |
| 8 | Bedel Financial Consulting, Inc. | $5.3M | 121,298 | Added |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 114,460 | Trimmed |
| 10 | Williams & Novak, LLC | $4.8M | 110,204 | Added |
| 11 | White Wing Wealth Management | $3.9M | 89,517 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 77,646 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 71,491 | Added |
| 14 | Intrua Financial, LLC | $3.0M | 69,266 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.4M | 56,482 | Added |
| 16 | Farther Finance Advisors, LLC | $2.4M | 55,975 | Trimmed |
| 17 | AllGen Financial Advisors, Inc. | $2.3M | 53,150 | Trimmed |
| 18 | KWB Wealth | $2.2M | 51,346 | Added |
| 19 | Glass Jacobson Investment Advisors llc | $1.9M | 43,524 | Trimmed |
| 20 | Breakwater Capital Group | $1.8M | 40,916 | Added |
| 21 | BENJAMIN EDWARDS INC | $1.7M | 39,083 | Trimmed |
| 22 | Modera Wealth Management, LLC | $1.5M | 34,684 | Hold |
| 23 | Certified Advisory Corp | $1.3M | 29,186 | Trimmed |
| 24 | Longview Financial Advisors, Inc. | $1.1M | 25,068 | Added |
| 25 | Chicago Partners Investment Group LLC | $1.1M | 24,437 | Hold |