| 1 | RITHOLTZ WEALTH MANAGEMENT | $139.4M | 707,199 | Added |
| 2 | Strategic Financial Services, Inc. | $56.3M | 285,538 | Added |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $31.7M | 160,647 | Added |
| 4 | DAVIDSON INVESTMENT ADVISORS | $30.3M | 153,518 | Added |
| 5 | LPL Financial LLC | $29.9M | 151,875 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $29.6M | 150,035 | Added |
| 7 | CABOT WEALTH MANAGEMENT INC | $23.2M | 117,522 | Added |
| 8 | ANDERSON HOAGLAND & CO | $22.5M | 114,226 | Added |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $21.5M | 109,211 | Added |
| 10 | Systelligence, LLC | $20.3M | 103,048 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $18.1M | 91,848 | Added |
| 12 | Cetera Investment Advisers | $14.9M | 75,468 | Trimmed |
| 13 | WIN ADVISORS, INC | $10.9M | 55,549 | Added |
| 14 | Financial Partners Group, Inc | $10.4M | 52,775 | Added |
| 15 | Armbruster Capital Management, Inc. | $9.8M | 49,616 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $8.7M | 44,177 | Added |
| 17 | UBS Group AG | $8.5M | 43,329 | Added |
| 18 | &PARTNERS | $7.8M | 39,411 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $6.6M | 33,399 | Added |
| 20 | Hobart Private Capital, LLC | $6.3M | 32,046 | Added |
| 21 | Private Advisor Group, LLC | $5.9M | 30,167 | Trimmed |
| 22 | Stratos Wealth Advisors, LLC | $5.4M | 27,371 | Added |
| 23 | Merit Financial Group, LLC | $5.2M | 26,556 | Trimmed |
| 24 | LINCOLN CAPITAL CORP | $5.1M | 25,711 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 23,844 | Added |