| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $20.9M | 571,652 | Added |
| 2 | OPPENHEIMER ASSET MANAGEMENT INC. | $11.5M | 315,321 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 187,252 | Trimmed |
| 4 | ASPIRIANT, LLC | $6.6M | 181,887 | Added |
| 5 | B. Riley Wealth Advisors, Inc. | $4.3M | 118,488 | Added |
| 6 | Atria Investments, Inc | $3.0M | 80,928 | Added |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 80,076 | Added |
| 8 | First Heartland Consultants, Inc. | $2.9M | 79,995 | Added |
| 9 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $2.1M | 58,222 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 44,938 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $1.5M | 40,957 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.2M | 31,730 | Added |
| 13 | Collaborative Fund Advisors, LLC | $1.1M | 30,821 | Trimmed |
| 14 | Focus Financial Network, Inc. | $632,372 | 17,335 | Trimmed |
| 15 | Stonehearth Capital Management, LLC | $598,665 | 16,411 | Trimmed |
| 16 | Advisor Resource Council | $591,741 | 16,360 | Added |
| 17 | OLD NATIONAL BANCORP /IN/ | $580,753 | 15,920 | Trimmed |
| 18 | Good Steward Wealth Advisors,LLC | $495,246 | 13,576 | Added |
| 19 | Duncan Williams Asset Management, LLC | $474,525 | 13,008 | Trimmed |
| 20 | OPPENHEIMER & CO INC | $416,085 | 11,406 | Trimmed |
| 21 | City Center Advisors, LLC | $364,135 | 9,982 | Added |
| 22 | Legacy Financial Strategies, LLC | $295,192 | 8,092 | Trimmed |
| 23 | Wealthcare Advisory Partners LLC | $286,385 | 7,851 | Hold |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $244,374 | 6,697 | Hold |
| 25 | GREENWOOD CAPITAL ASSOCIATES LLC | $235,767 | 6,463 | New |