| 1 | TRUE Private Wealth Advisors | $34.1M | 1.7M | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $22.2M | 1.1M | Trimmed |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $20.0M | 990,421 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $18.0M | 892,700 | Added |
| 5 | Krilogy Financial LLC | $15.2M | 753,026 | Added |
| 6 | Probity Advisors, Inc. | $11.3M | 558,788 | Added |
| 7 | SHELTON WEALTH MANAGEMENT, LLC | $10.8M | 536,805 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $9.5M | 470,144 | Trimmed |
| 9 | Legacy Private Trust Co. | $9.2M | 455,751 | Added |
| 10 | Headland Capital, LLC | $8.2M | 405,441 | Added |
| 11 | FORONJY FINANCIAL LLC | $6.8M | 337,588 | Added |
| 12 | SPRENG CAPITAL MANAGEMENT, INC. | $6.4M | 314,831 | Added |
| 13 | FAGAN ASSOCIATES, INC. | $5.6M | 277,458 | Added |
| 14 | Asset Dedication, LLC | $4.9M | 242,011 | Added |
| 15 | Yoder Wealth Management, Inc. | $4.6M | 226,174 | Added |
| 16 | Accretive Wealth Partners, LLC | $4.1M | 205,085 | Added |
| 17 | CENTRAL TRUST Co | $3.8M | 187,041 | Added |
| 18 | D.A. DAVIDSON & CO. | $2.7M | 133,676 | Added |
| 19 | HOWLAND CAPITAL MANAGEMENT LLC | $1.7M | 86,561 | Added |
| 20 | SIGNATUREFD, LLC | $1.2M | 57,652 | Added |
| 21 | MOULTON WEALTH MANAGEMENT, INC | $995,414 | 49,511 | Trimmed |
| 22 | LEAVELL INVESTMENT MANAGEMENT, INC. | $946,810 | 46,895 | Added |
| 23 | Community Financial Services Group, LLC | $824,645 | 41,068 | New |
| 24 | Associated Banc-Corp | $769,016 | 38,089 | Trimmed |
| 25 | BENJAMIN EDWARDS INC | $728,954 | 36,105 | Added |