| 1 | Armbruster Capital Management, Inc. | $64.1M | 431,781 | Trimmed |
| 2 | ANDERSON HOAGLAND & CO | $36.2M | 243,852 | Trimmed |
| 3 | BURRUS FINANCIAL SERVICES, INC. | $28.9M | 195,002 | Trimmed |
| 4 | Capital Advisors Wealth Management, LLC | $6.3M | 42,696 | Added |
| 5 | Lebenthal Global Advisors, LLC | $4.6M | 31,083 | Trimmed |
| 6 | Sequoia Financial Advisors, LLC | $3.9M | 26,360 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.9M | 19,654 | Added |
| 8 | Sovereign Financial Group, Inc. | $1.9M | 12,741 | Trimmed |
| 9 | WHITTIER TRUST CO | $1.4M | 9,091 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 8,951 | Trimmed |
| 11 | Keystone Financial Group | $1.3M | 8,815 | Added |
| 12 | Kathmere Capital Management, LLC | $1.1M | 7,508 | Hold |
| 13 | Rockingstone Advisors LLC | $1.1M | 7,187 | Hold |
| 14 | D.A. DAVIDSON & CO. | $828,982 | 5,585 | Hold |
| 15 | Financial Partners Group, Inc | $776,544 | 5,232 | Added |
| 16 | Stonehearth Capital Management, LLC | $759,368 | 5,116 | Trimmed |
| 17 | Private Advisor Group, LLC | $601,142 | 4,050 | Hold |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $594,795 | 3,925 | Added |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $462,954 | 3,119 | Hold |
| 20 | Smart Money Group LLC | $378,766 | 2,552 | Added |
| 21 | MELFA WEALTH MANAGEMENT, INC. | $312,352 | 2,104 | Trimmed |
| 22 | Werba Rubin Papier Wealth Management | $306,967 | 2,068 | Added |
| 23 | MOTIVE WEALTH ADVISORS | $262,424 | 1,768 | Hold |
| 24 | Leonard Rickey Investment Advisors P.L.L.C. | $235,262 | 1,585 | Hold |
| 25 | Daviman Financial, LLC | $229,770 | 1,548 | Hold |