| 1 | Bank of Italy | $117.9M | 887,779 | Hold |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.6M | 201,362 | Trimmed |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.5M | 86,464 | Added |
| 4 | Trilogy Capital Inc. | $10.7M | 80,901 | Added |
| 5 | Robertson Stephens Wealth Management, LLC | $10.3M | 77,743 | Trimmed |
| 6 | Xena Financial Planning, LLC | $9.3M | 70,355 | Added |
| 7 | BLUESTEM FINANCIAL ADVISORS, LLC | $6.7M | 50,128 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 48,949 | Trimmed |
| 9 | W ADVISORS, LLC | $6.3M | 47,110 | Trimmed |
| 10 | GeoWealth Management, LLC | $5.8M | 43,947 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 31,636 | Trimmed |
| 12 | BFSG, LLC | $3.8M | 28,404 | Hold |
| 13 | HB Wealth Management, LLC | $3.1M | 23,443 | Added |
| 14 | Brookstone Capital Management | $3.1M | 23,106 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.5M | 18,818 | Added |
| 16 | BAILARD, INC. | $2.5M | 18,479 | New |
| 17 | Omega Financial Group, LLC | $2.4M | 18,019 | Trimmed |
| 18 | CITIGROUP INC | $2.4M | 17,892 | Added |
| 19 | Bond & Devick Financial Network, Inc. | $2.3M | 17,511 | Added |
| 20 | KICKSTAND VENTURES, LLC. | $2.3M | 17,483 | Hold |
| 21 | MATHER GROUP, LLC. | $2.1M | 16,140 | Trimmed |
| 22 | Walkner Condon Financial Advisors LLC | $2.1M | 15,798 | Trimmed |
| 23 | Ashton Thomas Private Wealth, LLC | $2.1M | 15,647 | Hold |
| 24 | CFS Investment Advisory Services, LLC | $2.1M | 15,502 | Trimmed |
| 25 | Values Added Financial LLC | $1.9M | 14,052 | Trimmed |