| 1 | Shakespeare Wealth Management, LLC | $76.4M | 348,545 | Added |
| 2 | Stordahl Capital Management, Inc. | $54.7M | 249,707 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $41.9M | 191,215 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $35.6M | 162,498 | Added |
| 5 | Zhang Financial LLC | $27.2M | 124,151 | Added |
| 6 | PETREDIS INVESTMENT ADVISORS LLC | $26.4M | 120,521 | Trimmed |
| 7 | MMA ASSET MANAGEMENT LLC | $19.5M | 89,033 | Added |
| 8 | Mesirow Financial Investment Management, Inc. | $18.7M | 85,349 | Added |
| 9 | Graves Light Lenhart Wealth, Inc. | $17.3M | 79,037 | Added |
| 10 | Merit Financial Group, LLC | $16.9M | 76,962 | Trimmed |
| 11 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $15.7M | 71,681 | Trimmed |
| 12 | Private Advisor Group, LLC | $15.5M | 70,921 | Trimmed |
| 13 | Beacon Capital Management, LLC | $14.4M | 65,619 | Trimmed |
| 14 | Aspire Growth Partners LLC | $12.8M | 58,292 | Added |
| 15 | CONNING INC. | $12.5M | 57,210 | Trimmed |
| 16 | Garde Capital, Inc. | $12.0M | 54,713 | Added |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.3M | 51,736 | Added |
| 18 | Relyea Zuckerberg Hanson LLC | $10.9M | 49,919 | Trimmed |
| 19 | Miracle Mile Advisors, LLC | $10.1M | 46,170 | Trimmed |
| 20 | EHRLICH FINANCIAL GROUP | $10.0M | 45,811 | Added |
| 21 | First Bank & Trust | $10.0M | 45,762 | Hold |
| 22 | CARY STREET PARTNERS FINANCIAL LLC | $9.8M | 44,578 | Added |
| 23 | MGO ONE SEVEN LLC | $9.6M | 43,783 | Trimmed |
| 24 | Blue Trust, Inc. | $9.2M | 41,824 | Added |
| 25 | Connecticut Wealth Management, LLC | $9.0M | 41,084 | Trimmed |