| 1 | First Pacific Financial | $19.5M | 255,950 | Added |
| 2 | EP Wealth Advisors, LLC | $8.8M | 116,055 | Added |
| 3 | Financial Engines Advisors L.L.C. | $8.4M | 110,192 | Trimmed |
| 4 | GOLDMAN SACHS GROUP INC | $5.7M | 74,767 | New |
| 5 | TFC Financial Management, Inc. | $4.7M | 61,148 | New |
| 6 | North Berkeley Wealth Management, LLC | $4.0M | 52,819 | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.9M | 37,798 | Added |
| 8 | NATURAL INVESTMENTS, LLC | $2.5M | 33,504 | Added |
| 9 | Joel Adams & Associates, Inc. | $2.3M | 29,926 | Added |
| 10 | Ameritas Investment Partners, Inc. | $1.7M | 22,410 | Added |
| 11 | Dynamic Advisor Solutions LLC | $1.3M | 16,471 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,945 | Added |
| 13 | Creative Planning | $900,313 | 11,826 | Hold |
| 14 | Mason & Associates Inc | $898,182 | 11,798 | Added |
| 15 | Archer Investment Management, LLC | $713,795 | 9,376 | Trimmed |
| 16 | Private Advisor Group, LLC | $691,794 | 9,087 | Added |
| 17 | MORGAN STANLEY | $514,234 | 6,754 | Trimmed |
| 18 | LINCOLN CAPITAL CORP | $407,676 | 5,355 | New |
| 19 | BSW Wealth Partners | $361,923 | 4,754 | Trimmed |
| 20 | Horizon Investments, LLC | $357,583 | 4,697 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $357,583 | 4,697 | Trimmed |
| 22 | Mariner, LLC | $355,669 | 4,672 | Added |
| 23 | Retirement Planning Group, LLC | $337,713 | 4,436 | New |
| 24 | MONEY CONCEPTS CAPITAL CORP | $333,678 | 4,383 | Trimmed |
| 25 | MISSION WEALTH MANAGEMENT, LP | $324,549 | 4,263 | Added |