| 1 | Howard Capital Management Inc. | $163.0M | 6.8M | New |
| 2 | Royal Bank of Canada | $140.4M | 5.9M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $125.4M | 5.3M | Added |
| 4 | Clal Insurance Enterprises Holdings Ltd | $54.9M | 2.3M | Hold |
| 5 | HighTower Advisors, LLC | $46.8M | 2.0M | Trimmed |
| 6 | LPL Financial LLC | $38.1M | 1.6M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $34.5M | 1.4M | Added |
| 8 | TrueWealth Advisors, LLC | $33.7M | 1.4M | Added |
| 9 | Thrivent Financial for Lutherans | $31.8M | 1.3M | Trimmed |
| 10 | Venture Visionary Partners LLC | $31.4M | 1.3M | Added |
| 11 | Stenger Family Office, LLC | $31.0M | 1.3M | Added |
| 12 | Socha Financial Group, LLC | $28.7M | 1.2M | Added |
| 13 | DIVERSIFY WEALTH MANAGEMENT, LLC | $27.8M | 1.1M | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $26.8M | 1.1M | Added |
| 15 | CWM, LLC | $25.9M | 1.1M | Added |
| 16 | Reliant Wealth Planning | $24.4M | 1.0M | Added |
| 17 | MEITAV INVESTMENT HOUSE LTD | $21.8M | 913,800 | Hold |
| 18 | MML INVESTORS SERVICES, LLC | $19.7M | 825,301 | Trimmed |
| 19 | SMITH, MOORE & CO. | $18.7M | 784,245 | Added |
| 20 | Pinnacle Wealth Management, LLC | $18.4M | 768,919 | Trimmed |
| 21 | Arcus Capital Partners, LLC | $17.7M | 742,739 | Added |
| 22 | MORGAN STANLEY | $17.4M | 730,842 | Added |
| 23 | SAGE PRIVATE WEALTH GROUP, LLC | $16.4M | 685,715 | Trimmed |
| 24 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $16.2M | 678,413 | Hold |
| 25 | Integrated Wealth Concepts LLC | $16.0M | 672,268 | New |