| 1 | NORTHERN TRUST CORP | $71.2M | 3.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $24.7M | 1.1M | Added |
| 3 | Occidental Asset Management, LLC | $19.6M | 881,157 | Added |
| 4 | PARK NATIONAL CORP /OH/ | $6.6M | 294,954 | Added |
| 5 | MML INVESTORS SERVICES, LLC | $5.7M | 256,028 | Added |
| 6 | Mutual Advisors, LLC | $1.7M | 77,889 | Added |
| 7 | VestGen Advisors, LLC | $1.2M | 56,439 | New |
| 8 | VestGen Investment Management | $1.2M | 54,528 | Added |
| 9 | CoreCap Advisors, LLC | $1.1M | 50,842 | Added |
| 10 | LPL Financial LLC | $892,546 | 40,134 | Added |
| 11 | Atria Investments, Inc | $887,381 | 39,902 | Added |
| 12 | First Heartland Consultants, Inc. | $869,656 | 39,105 | Added |
| 13 | Stratos Wealth Advisors, LLC | $830,950 | 37,364 | Added |
| 14 | Olde Wealth Management, LLC | $819,000 | 36,841 | Trimmed |
| 15 | Snowden Capital Advisors LLC | $786,328 | 35,358 | Added |
| 16 | SeaCrest Wealth Management, LLC | $656,873 | 29,537 | New |
| 17 | ROI Financial Advisors, LLC | $602,673 | 27,100 | Added |
| 18 | Herold Advisors, Inc. | $553,069 | 24,869 | Trimmed |
| 19 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $546,189 | 24,560 | Added |
| 20 | Patriot Financial Group Insurance Agency, LLC | $421,870 | 18,970 | New |
| 21 | WealthPlan Investment Management, LLC | $336,387 | 15,126 | Added |
| 22 | Regent Peak Wealth Advisors LLC | $214,384 | 9,640 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $105,079 | 4,725 | Trimmed |
| 24 | FIFTH THIRD BANCORP | $99,663 | 4,481 | New |
| 25 | CX Institutional | $99,000 | 4,440 | Added |