| 1 | Savant Capital, LLC | $25.4M | 564,233 | Added |
| 2 | Sellwood Investment Partners LLC | $22.5M | 470,325 | Trimmed |
| 3 | LPL Financial LLC | $7.6M | 159,208 | Trimmed |
| 4 | Balanced Rock Investment Advisors LLC | $7.3M | 152,855 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 142,184 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $6.6M | 138,093 | Added |
| 7 | Arlington Financial Advisors, LLC | $5.9M | 122,971 | Trimmed |
| 8 | Northwest Bancshares, Inc. | $5.2M | 108,915 | Added |
| 9 | GenWealth Group, Inc. | $4.1M | 86,680 | Trimmed |
| 10 | Cetera Investment Advisers | $3.3M | 69,511 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.0M | 41,327 | Added |
| 12 | NewEdge Advisors, LLC | $1.9M | 39,282 | Trimmed |
| 13 | Bruce G. Allen Investments, LLC | $1.8M | 37,314 | Added |
| 14 | CITADEL ADVISORS LLC | $1.6M | 34,331 | Added |
| 15 | Mariner, LLC | $1.5M | 30,664 | Trimmed |
| 16 | Royal Bank of Canada | $1.3M | 26,652 | Added |
| 17 | Dynamic Advisor Solutions LLC | $1.1M | 22,259 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $960,295 | 20,063 | New |
| 19 | Capital Analysts, LLC | $894,000 | 18,681 | Added |
| 20 | Mason & Associates Inc | $770,898 | 16,106 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $766,207 | 16,008 | New |
| 22 | BANK OF AMERICA CORP /DE/ | $711,642 | 14,868 | Added |
| 23 | Walkner Condon Financial Advisors LLC | $664,113 | 13,875 | Added |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $653,505 | 13,653 | Added |
| 25 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $536,756 | 11,214 | Trimmed |