| 1 | SPINNAKER TRUST | $27.8M | 455,027 | Added |
| 2 | Gemmer Asset Management LLC | $27.6M | 451,355 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $18.9M | 309,808 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 155,573 | Trimmed |
| 5 | RETIREMENT INCOME SOLUTIONS, INC | $8.7M | 164,718 | Trimmed |
| 6 | TIFF ADVISORY SERVICES, LLC | $5.4M | 88,365 | Added |
| 7 | CRUX WEALTH ADVISORS | $5.2M | 85,856 | Added |
| 8 | Stonehearth Capital Management, LLC | $4.2M | 68,710 | Trimmed |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $3.0M | 48,803 | New |
| 10 | Modera Wealth Management, LLC | $2.9M | 47,368 | Added |
| 11 | Oxler Private Wealth LLC | $2.5M | 41,181 | Added |
| 12 | Investment Research & Advisory Group, Inc. | $2.4M | 3,231 | Added |
| 13 | PFG Advisors | $2.1M | 35,100 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $2.1M | 34,895 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 33,463 | Added |
| 16 | MARINO, STRAM & ASSOCIATES LLC | $2.0M | 33,028 | Added |
| 17 | Boyd Wealth Management, LLC | $1.8M | 29,590 | Trimmed |
| 18 | Advisory Solutions Group, LLC | $1.8M | 29,288 | New |
| 19 | PFG Investments, LLC | $1.6M | 25,553 | Added |
| 20 | Hanson & Doremus Investment Management | $1.5M | 25,264 | Trimmed |
| 21 | CAPITAL CITY TRUST CO/FL | $1.5M | 24,138 | Trimmed |
| 22 | SENTINEL TRUST CO LBA | $1.3M | 21,515 | Added |
| 23 | eCIO, Inc. | $1.2M | 19,956 | Trimmed |
| 24 | Affinity Capital Advisors, LLC | $1.2M | 19,715 | Added |
| 25 | RED REEF ADVISORS LLC | $1.1M | 18,438 | Added |