| 1 | EP Wealth Advisors, LLC | $79.6M | 1.6M | Added |
| 2 | Tanager Wealth Management LLP | $11.9M | 234,724 | Added |
| 3 | One Capital Management, LLC | $10.7M | 211,094 | Hold |
| 4 | Delos Wealth Advisors, LLC | $8.1M | 158,765 | Added |
| 5 | BCGM Wealth Management, LLC | $5.7M | 112,514 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $5.0M | 98,937 | Added |
| 7 | INCOME RESEARCH & MANAGEMENT | $4.9M | 97,000 | Trimmed |
| 8 | Integrated Wealth Concepts LLC | $4.7M | 92,732 | Added |
| 9 | ASSETMARK, INC | $4.4M | 86,147 | Added |
| 10 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.0M | 78,788 | Hold |
| 11 | AE Wealth Management LLC | $3.8M | 74,151 | Added |
| 12 | LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 49,631 | Added |
| 13 | LAKE STREET PRIVATE WEALTH, LLC | $2.5M | 48,327 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 47,386 | Trimmed |
| 15 | Balance Wealth, LLC | $2.4M | 47,357 | Trimmed |
| 16 | SWEENEY & MICHEL, LLC | $1.9M | 37,571 | New |
| 17 | STIFEL FINANCIAL CORP | $1.9M | 36,548 | Trimmed |
| 18 | Nemes Rush Group LLC | $1.6M | 31,896 | Added |
| 19 | Mayflower Financial Advisors, LLC | $1.5M | 28,604 | New |
| 20 | CGN Advisors LLC | $1.4M | 27,610 | Added |
| 21 | LPL Financial LLC | $1.3M | 25,974 | New |
| 22 | GOLDMAN SACHS GROUP INC | $1.2M | 24,576 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,348 | Added |
| 24 | Farther Finance Advisors, LLC | $1.2M | 23,316 | Added |
| 25 | VICTORY FINANCIAL GROUP, LLC | $1.2M | 22,873 | Trimmed |