| 1 | MEITAV INVESTMENT HOUSE LTD | $124.2M | 3.7M | New |
| 2 | New Harbor Financial Group, LLC | $35.4M | 1.0M | Added |
| 3 | Journey Advisory Group, LLC | $28.2M | 834,982 | Added |
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $21.9M | 647,988 | Trimmed |
| 5 | Merit Financial Group, LLC | $18.6M | 552,201 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $17.3M | 513,175 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $16.0M | 472,880 | Added |
| 8 | Carrera Capital Advisors | $14.9M | 441,942 | Added |
| 9 | Barry Investment Advisors, LLC | $14.6M | 431,940 | Added |
| 10 | Generali Investments CEE, investicni spolecnost, a.s. | $12.5M | 371,843 | New |
| 11 | Randolph Co Inc | $11.5M | 341,955 | Added |
| 12 | Banco Santander, S.A. | $9.8M | 290,985 | Added |
| 13 | BANQUE PICTET & CIE SA | $9.1M | 270,000 | Hold |
| 14 | Venturi Wealth Management, LLC | $8.9M | 263,747 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $8.4M | 248,248 | Added |
| 16 | ASSETMARK, INC | $8.2M | 242,119 | Trimmed |
| 17 | LMCG INVESTMENTS, LLC | $7.9M | 234,074 | Trimmed |
| 18 | Kiker Wealth Management, LLC | $7.9M | 232,716 | Trimmed |
| 19 | Omnia Family Wealth, LLC | $7.4M | 218,058 | Added |
| 20 | Corecam Pte. Ltd. | $7.2M | 214,110 | Added |
| 21 | Caprock Group, LLC | $6.7M | 198,640 | New |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 191,895 | Added |
| 23 | Lake Hills Wealth Management, LLC | $6.3M | 188,017 | New |
| 24 | CoreCap Advisors, LLC | $5.4M | 159,150 | Added |
| 25 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.2M | 155,200 | New |