| 1 | Mesirow Financial Investment Management, Inc. | $86.1M | 2.1M | Trimmed |
| 2 | Verum Partners LLC | $31.3M | 780,750 | Added |
| 3 | NavPoint Financial, Inc. | $20.2M | 504,375 | Added |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $12.6M | 313,286 | Added |
| 5 | Allegheny Financial Group | $11.7M | 292,639 | Added |
| 6 | New England Private Wealth Advisors LLC | $11.6M | 289,678 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.5M | 112,340 | Added |
| 8 | DEMMING FINANCIAL SERVICES CORP /ADV | $4.2M | 105,577 | Added |
| 9 | Private Advisor Group, LLC | $3.4M | 84,628 | Added |
| 10 | Onyx Bridge Wealth Group LLC | $2.9M | 72,512 | Trimmed |
| 11 | Tanglewood Wealth Management, Inc. | $1.6M | 40,809 | Trimmed |
| 12 | Good Harbor Advisors, Inc. | $1.4M | 35,697 | Added |
| 13 | CERTIOR FINANCIAL GROUP, LLC | $939,870 | 23,413 | Added |
| 14 | Mills Wealth Advisors LLC | $846,394 | 21,084 | Trimmed |
| 15 | DAVENPORT & Co LLC | $560,987 | 13,974 | Added |
| 16 | DKM Wealth Management, Inc. | $433,314 | 10,794 | Added |
| 17 | Lakeside Advisors, INC. | $425,525 | 10,600 | Hold |
| 18 | Guardian Asset Advisors, LLC | $414,471 | 10,326 | New |
| 19 | Joel Isaacson & Co., LLC | $315,322 | 7,855 | Added |
| 20 | MCDONALD PARTNERS LLC | $260,935 | 6,500 | Hold |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $241,910 | 6,026 | New |
| 22 | PRIVATE TRUST CO NA | $80,288 | 2,000 | Hold |
| 23 | HAZLETT, BURT & WATSON, INC. | $49,000 | 1,214 | Added |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $24,688 | 615 | Hold |
| 25 | Spire Wealth Management | $1,766 | 44 | Added |