| 1 | Arbor Investment Advisors, LLC | $44.9M | 805,518 | Added |
| 2 | Stonebridge Financial Group, LLC | $42.5M | 762,863 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 422,426 | Added |
| 4 | Johnson & White Wealth Management, LLC | $14.9M | 266,421 | Added |
| 5 | Three Bridge Wealth Advisors, LLC | $14.6M | 261,632 | Trimmed |
| 6 | Accredited Investors Inc. | $9.0M | 161,715 | Trimmed |
| 7 | Dynamic Advisor Solutions LLC | $9.0M | 161,405 | Added |
| 8 | Arlington Financial Advisors, LLC | $8.6M | 153,664 | Trimmed |
| 9 | Verum Partners LLC | $7.6M | 137,069 | Trimmed |
| 10 | Ducere Wealth Management LLC | $7.0M | 126,030 | Trimmed |
| 11 | Cornerstone Wealth Management, LLC | $6.8M | 122,475 | Trimmed |
| 12 | ALBION FINANCIAL GROUP /UT | $6.3M | 112,200 | Hold |
| 13 | Charles Schwab Trust Co | $6.1M | 109,278 | Trimmed |
| 14 | Lebenthal Global Advisors, LLC | $5.6M | 99,550 | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 88,622 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 80,040 | Trimmed |
| 17 | WealthBridge Capital Management, LLC | $4.4M | 78,803 | Added |
| 18 | Crusonia Wealth Advisors LLC | $4.2M | 75,303 | Trimmed |
| 19 | Sound Stewardship, LLC | $4.2M | 75,200 | Trimmed |
| 20 | Breakwater Capital Group | $3.3M | 58,931 | Added |
| 21 | JFS WEALTH ADVISORS, LLC | $3.1M | 55,566 | Added |
| 22 | Legacy Private Trust Co. | $2.9M | 52,381 | Trimmed |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 50,268 | Trimmed |
| 24 | INTEGRITY ALLIANCE, LLC. | $2.6M | 46,443 | Added |
| 25 | TD Waterhouse Canada Inc. | $2.5M | 44,019 | Trimmed |