| 1 | ECLECTIC ASSOCIATES INC /ADV | $10.4M | 198,949 | Added |
| 2 | Beta Wealth Group, Inc. | $6.3M | 120,874 | Trimmed |
| 3 | CENTRAL TRUST Co | $1.8M | 34,244 | Added |
| 4 | 21 West Wealth Management LLC | $1.6M | 30,473 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.3M | 24,484 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 23,110 | Trimmed |
| 7 | Bill Few Associates, Inc. | $879,285 | 16,851 | Trimmed |
| 8 | Independence Asset Advisors, LLC | $762,110 | 14,605 | Added |
| 9 | Wealthcare Advisory Partners LLC | $722,524 | 13,847 | Added |
| 10 | Plus Group Wealth Advisors LLC | $633,322 | 12,137 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $631,972 | 12,111 | Added |
| 12 | Milestone Asset Management Group, LLC | $490,318 | 9,397 | Added |
| 13 | Certified Advisory Corp | $484,843 | 9,292 | Added |
| 14 | Whipplewood Advisors, LLC | $462,837 | 8,870 | Trimmed |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $237,418 | 4,550 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $235,324 | 4,510 | New |
| 17 | Focus Financial Network, Inc. | $224,739 | 4,307 | New |
| 18 | ASSETMARK, INC | $93,298 | 1,788 | Trimmed |
| 19 | AE Wealth Management LLC | $51,919 | 995 | Added |
| 20 | Center for Financial Planning, Inc. | $51,189 | 981 | Hold |
| 21 | MCDONALD PARTNERS LLC | $34,752 | 666 | New |
| 22 | AdvisorNet Financial, Inc | $33,500 | 642 | Added |
| 23 | Spire Wealth Management | $31,308 | 600 | Hold |
| 24 | Ashton Thomas Private Wealth, LLC | $19,359 | 371 | Hold |
| 25 | Farther Finance Advisors, LLC | $17,532 | 336 | Added |