| 1 | Bank of New York Mellon Corp | $52.1M | 1.5M | Added |
| 2 | Creative Planning | $21.6M | 626,430 | Trimmed |
| 3 | SEI INVESTMENTS CO | $17.1M | 495,937 | Trimmed |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $15.7M | 454,359 | Added |
| 5 | MORGAN STANLEY | $14.8M | 430,874 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $14.1M | 408,920 | Added |
| 7 | Royal Bank of Canada | $12.1M | 349,934 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.8M | 312,380 | Added |
| 9 | PFG Advisors | $10.7M | 311,104 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.5M | 275,717 | Added |
| 11 | LPL Financial LLC | $9.5M | 274,467 | Added |
| 12 | Heck Capital Advisors, LLC | $7.2M | 209,854 | Trimmed |
| 13 | Bell Investment Advisors, Inc | $7.0M | 202,901 | Added |
| 14 | Johnson & White Wealth Management, LLC | $5.8M | 167,603 | Trimmed |
| 15 | UMB BANK N A/MO | $4.7M | 137,223 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $4.6M | 133,656 | Added |
| 17 | IEQ CAPITAL, LLC | $4.3M | 124,845 | Added |
| 18 | Armbruster Capital Management, Inc. | $3.5M | 101,200 | Trimmed |
| 19 | UBS Group AG | $3.2M | 92,090 | Added |
| 20 | PNC Financial Services Group, Inc. | $3.1M | 89,249 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 86,792 | Added |
| 22 | Cetera Investment Advisers | $2.7M | 77,080 | Trimmed |
| 23 | CFG Wealth Management Services, Inc. | $2.2M | 63,897 | Added |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 60,295 | Trimmed |
| 25 | Lunt Capital Management, Inc. | $1.7M | 50,059 | New |