| 1 | LBMC INVESTMENT ADVISORS, LLC | $40.9M | 1.7M | Added |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $29.4M | 1.3M | Added |
| 3 | LPL Financial LLC | $25.8M | 1.1M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.8M | 887,329 | Added |
| 5 | THREADGILL FINANCIAL, LLC | $20.4M | 868,688 | Added |
| 6 | Federation des caisses Desjardins du Quebec | $19.9M | 849,341 | Trimmed |
| 7 | MORGAN STANLEY | $11.7M | 497,631 | Trimmed |
| 8 | Ironwood Financial, llc | $8.6M | 365,319 | Added |
| 9 | Commonwealth Financial Services, LLC | $8.5M | 360,859 | Added |
| 10 | HighTower Advisors, LLC | $8.5M | 360,449 | Added |
| 11 | Mutual Advisors, LLC | $7.8M | 333,037 | Added |
| 12 | Royal Bank of Canada | $6.1M | 258,005 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $5.8M | 247,148 | Added |
| 14 | Chicago Partners Investment Group LLC | $5.0M | 212,985 | New |
| 15 | LITTLEJOHN FINANCIAL SERVICES, INC. | $5.0M | 212,662 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $4.9M | 210,424 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $4.9M | 209,554 | Added |
| 18 | Stratos Wealth Partners, LTD. | $3.9M | 167,594 | Added |
| 19 | Mid-American Wealth Advisory Group, Inc. | $3.7M | 157,003 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 154,511 | Trimmed |
| 21 | Cetera Investment Advisers | $3.6M | 151,669 | Added |
| 22 | Straight Path Wealth Management | $3.0M | 128,120 | Added |
| 23 | Keeler Thomas Management LLC | $3.0M | 125,767 | Trimmed |
| 24 | Robertson Stephens Wealth Management, LLC | $2.9M | 123,680 | Trimmed |
| 25 | Rialto Wealth Management, LLC | $2.5M | 106,936 | Added |