| 1 | AMERICAN CENTURY COMPANIES INC | $91.5M | 1.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $49.4M | 644,471 | Added |
| 3 | Creative Planning | $40.4M | 526,461 | Trimmed |
| 4 | Koenig Investment Advisory, LLC | $15.7M | 204,760 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $9.8M | 128,302 | Added |
| 6 | CPA Asset Management Group, LLC | $9.8M | 127,283 | Added |
| 7 | Midwestern Financial, LLC /IA | $9.4M | 123,191 | Added |
| 8 | Networth Advisors, LLC | $7.7M | 100,255 | Added |
| 9 | Bedel Financial Consulting, Inc. | $6.8M | 88,099 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 66,427 | Added |
| 11 | AE Wealth Management LLC | $4.6M | 60,377 | Added |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 53,689 | Trimmed |
| 13 | Sunpointe, LLC | $3.8M | 49,825 | Hold |
| 14 | MML INVESTORS SERVICES, LLC | $3.7M | 48,655 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $3.4M | 43,839 | Trimmed |
| 16 | SkyOak Wealth, LLC | $3.2M | 41,744 | Trimmed |
| 17 | UBS Group AG | $2.4M | 31,317 | Added |
| 18 | Allen Capital Group, LLC | $1.4M | 18,803 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 18,728 | Added |
| 20 | LPL Financial LLC | $866,236 | 11,296 | Added |
| 21 | Dominguez Wealth Management Solutions, Inc. | $636,770 | 8,304 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $582,808 | 7,600 | New |
| 23 | ORRSTOWN FINANCIAL SERVICES INC | $569,388 | 7,425 | Hold |
| 24 | DAVENPORT & Co LLC | $534,584 | 6,971 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $497,457 | 6,487 | New |