| 1 | Howard Capital Management Inc. | $895.9M | 9.3M | New |
| 2 | Main Street Group, LTD | $100.9M | 1.0M | Added |
| 3 | Focus Financial Network, Inc. | $58.0M | 599,844 | Added |
| 4 | Global View Capital Management LLC | $48.7M | 503,700 | Trimmed |
| 5 | TOTH FINANCIAL ADVISORY CORP | $23.2M | 239,602 | Trimmed |
| 6 | GenWealth Group, Inc. | $13.1M | 134,981 | Trimmed |
| 7 | HUB Investment Partners, LLC | $10.6M | 109,747 | Trimmed |
| 8 | Mesirow Financial Investment Management, Inc. | $8.5M | 87,780 | Added |
| 9 | Wealthcare Advisory Partners LLC | $8.2M | 84,860 | Trimmed |
| 10 | Bryn Mawr Trust Advisors, LLC | $8.1M | 83,305 | Trimmed |
| 11 | Discipline Wealth Solutions, LLC | $6.9M | 71,112 | Trimmed |
| 12 | WOODWARD DIVERSIFIED CAPITAL, LLC | $5.0M | 51,230 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $4.8M | 49,462 | Added |
| 14 | Marshall Financial Group, LLC | $4.8M | 49,251 | Trimmed |
| 15 | SteelPeak Wealth, LLC | $4.7M | 49,020 | Hold |
| 16 | Miracle Mile Advisors, LLC | $4.7M | 48,266 | Trimmed |
| 17 | SBI Securities Co., Ltd. | $4.4M | 45,267 | Added |
| 18 | Latitude Advisors, LLC | $3.6M | 37,706 | Trimmed |
| 19 | Sowell Financial Services LLC | $3.6M | 37,692 | Trimmed |
| 20 | Tempus Wealth Planning, LLC | $3.1M | 32,161 | New |
| 21 | Rollins Financial Advisors, LLC | $3.1M | 31,746 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 30,874 | New |
| 23 | Castleview Partners, LLC | $2.9M | 29,895 | Added |
| 24 | 180 WEALTH ADVISORS, LLC | $2.5M | 25,853 | Added |
| 25 | Encompass More Asset Management | $2.5M | 25,391 | New |