| 1 | BlackRock, Inc. | $123.4M | 1.9M | Added |
| 2 | LPL Financial LLC | $76.2M | 1.2M | Added |
| 3 | Worth Asset Management, LLC | $44.4M | 689,976 | Added |
| 4 | JPMORGAN CHASE & CO | $41.0M | 650,195 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $37.9M | 589,134 | Added |
| 6 | MORGAN STANLEY | $36.9M | 573,459 | Added |
| 7 | Mesirow Financial Investment Management, Inc. | $36.2M | 563,116 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $33.3M | 517,620 | Trimmed |
| 9 | ASPIRIANT, LLC | $32.8M | 509,424 | Added |
| 10 | Consilium Wealth Advisory, LLC | $27.1M | 421,908 | Added |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | $26.5M | 412,258 | Added |
| 12 | Foundations Investment Advisors, LLC | $22.8M | 353,886 | Added |
| 13 | Focus Partners Wealth | $22.0M | 342,411 | Trimmed |
| 14 | Lebenthal Global Advisors, LLC | $20.6M | 319,984 | Added |
| 15 | ASSETMARK, INC | $18.4M | 286,174 | Added |
| 16 | Royal Bank of Canada | $17.9M | 277,700 | Added |
| 17 | Madrid Financial Services | $17.5M | 272,251 | New |
| 18 | Waverly Advisors, LLC | $16.4M | 255,436 | Added |
| 19 | BSW Wealth Partners | $16.2M | 251,653 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $14.9M | 231,077 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $13.8M | 214,506 | Added |
| 22 | UBS Group AG | $13.5M | 210,130 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $11.5M | 179,131 | Trimmed |
| 24 | Phil A. Younker & Associates, Ltd. | $11.4M | 176,474 | Trimmed |
| 25 | Cetera Investment Advisers | $10.4M | 161,173 | Added |