| 1 | Mesirow Financial Investment Management, Inc. | $158.3M | 4.4M | Added |
| 2 | OXFORD FINANCIAL GROUP, LTD. LLC | $92.5M | 2.5M | New |
| 3 | Verum Partners LLC | $25.3M | 698,058 | Trimmed |
| 4 | Bank of New York Mellon Corp | $19.7M | 543,992 | Added |
| 5 | NavPoint Financial, Inc. | $14.6M | 402,838 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $11.3M | 311,853 | Added |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $10.0M | 276,249 | Added |
| 8 | New England Private Wealth Advisors LLC | $9.4M | 260,241 | Added |
| 9 | JANE STREET GROUP, LLC | $8.9M | 245,245 | New |
| 10 | Goldstone Financial Group, LLC | $8.1M | 222,718 | New |
| 11 | WELLS FARGO & COMPANY/MN | $7.3M | 202,395 | Added |
| 12 | Allegheny Financial Group | $5.3M | 145,494 | Added |
| 13 | DEMMING FINANCIAL SERVICES CORP /ADV | $3.8M | 103,816 | Added |
| 14 | Argent Trust Co | $3.7M | 101,149 | Added |
| 15 | CITADEL ADVISORS LLC | $3.1M | 84,098 | New |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 83,976 | New |
| 17 | Private Advisor Group, LLC | $2.8M | 77,903 | Added |
| 18 | Onyx Bridge Wealth Group LLC | $2.6M | 72,762 | Added |
| 19 | Compass Ion Advisors, LLC | $2.2M | 59,642 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.9M | 51,558 | Added |
| 21 | Stratos Wealth Partners, LTD. | $1.8M | 50,813 | Added |
| 22 | Tanglewood Wealth Management, Inc. | $1.7M | 47,179 | Trimmed |
| 23 | &PARTNERS | $1.4M | 37,663 | Added |
| 24 | LPL Financial LLC | $1.0M | 27,737 | Added |
| 25 | SHP Wealth Management | $907,690 | 25,019 | New |