| 1 | WELLS FARGO & COMPANY/MN | $60.4M | 3.0M | Added |
| 2 | TRUE Private Wealth Advisors | $38.0M | 1.9M | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M | 1.2M | Added |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $19.5M | 955,082 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 857,874 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $16.1M | 788,860 | Added |
| 7 | MORGAN STANLEY | $14.6M | 717,089 | Added |
| 8 | Krilogy Financial LLC | $14.4M | 705,440 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $13.3M | 652,473 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $11.0M | 541,312 | Added |
| 11 | Probity Advisors, Inc. | $10.3M | 503,140 | Added |
| 12 | SHELTON WEALTH MANAGEMENT, LLC | $10.1M | 495,824 | New |
| 13 | Legacy Private Trust Co. | $8.7M | 428,215 | Added |
| 14 | Snowden Capital Advisors LLC | $8.2M | 400,392 | Added |
| 15 | Headland Capital, LLC | $7.6M | 374,930 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $7.5M | 366,986 | Trimmed |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.4M | 363,176 | Added |
| 18 | HighTower Advisors, LLC | $7.3M | 357,981 | Added |
| 19 | FORONJY FINANCIAL LLC | $6.5M | 316,496 | Added |
| 20 | SPRENG CAPITAL MANAGEMENT, INC. | $6.2M | 305,422 | Added |
| 21 | Royal Bank of Canada | $6.0M | 293,263 | Trimmed |
| 22 | FAGAN ASSOCIATES, INC. | $5.6M | 272,203 | Added |
| 23 | Stockman Wealth Management, Inc. | $5.1M | 252,186 | Added |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 232,834 | Added |
| 25 | Yoder Wealth Management, Inc. | $4.6M | 223,634 | Added |