| 1 | Armbruster Capital Management, Inc. | $32.7M | 191,754 | Added |
| 2 | Capital Advisors, Ltd. LLC | $3.6M | 21,013 | Trimmed |
| 3 | Royal Fund Management, LLC | $3.1M | 18,246 | Added |
| 4 | Root Financial Partners, LLC | $2.2M | 13,100 | Added |
| 5 | Chicago Partners Investment Group LLC | $1.9M | 11,543 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.4M | 8,278 | Added |
| 7 | INTERACTIVE FINANCIAL ADVISORS, INC. | $1.4M | 8,024 | Trimmed |
| 8 | Hobart Private Capital, LLC | $1.0M | 6,034 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $838,167 | 4,922 | Hold |
| 10 | AE Wealth Management LLC | $745,870 | 4,380 | Trimmed |
| 11 | Kathmere Capital Management, LLC | $740,591 | 4,349 | Hold |
| 12 | Envestnet Portfolio Solutions, Inc. | $644,201 | 3,783 | Trimmed |
| 13 | NWAM LLC | $570,344 | 3,349 | Added |
| 14 | Security Financial Services, INC. | $561,237 | 3,296 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $543,161 | 3,168 | Added |
| 16 | Kraft, Davis & Associates, LLC | $524,084 | 3,120 | Added |
| 17 | BIP Wealth, LLC | $523,738 | 3,076 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $514,570 | 3,022 | Trimmed |
| 19 | Private Advisor Group, LLC | $478,855 | 2,812 | Trimmed |
| 20 | Professional Financial Advisors, LLC | $404,120 | 2,373 | Hold |
| 21 | Walkner Condon Financial Advisors LLC | $402,736 | 2,365 | Hold |
| 22 | Dynamic Advisor Solutions LLC | $372,084 | 2,185 | Added |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | $340,580 | 2,000 | Hold |
| 24 | MELFA WEALTH MANAGEMENT, INC. | $261,501 | 1,536 | Trimmed |
| 25 | Noble Wealth Partners LLC | $247,007 | 1,451 | New |