| 1 | Mesirow Financial Investment Management, Inc. | $275.2M | 2.6M | Trimmed |
| 2 | Boulay Financial Advisors, LLC | $237.8M | 2.3M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $124.1M | 1.2M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $117.5M | 1.1M | Trimmed |
| 5 | Southern Farm Bureau Life Insurance | $115.2M | 1.1M | Hold |
| 6 | Provenance Wealth Advisors, LLC | $87.8M | 844,350 | Trimmed |
| 7 | Leelyn Smith, LLC | $55.0M | 529,240 | Added |
| 8 | Harbor Group, Inc. | $52.1M | 500,928 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $48.4M | 465,552 | Trimmed |
| 10 | Whitaker-Myers Wealth Managers, LTD. | $44.8M | 430,701 | Added |
| 11 | STEPHENS INC /AR/ | $37.5M | 361,144 | Trimmed |
| 12 | JNBA Financial Advisors | $35.2M | 338,932 | Trimmed |
| 13 | ASSETMARK, INC | $34.0M | 326,978 | Added |
| 14 | Planned Solutions, Inc. | $30.0M | 288,767 | Trimmed |
| 15 | Buttonwood Financial Advisors Inc. | $28.2M | 271,209 | Trimmed |
| 16 | Brookstone Capital Management | $27.1M | 260,797 | Trimmed |
| 17 | Private Advisor Group, LLC | $26.5M | 255,291 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 249,867 | Trimmed |
| 19 | Wealthcare Advisory Partners LLC | $22.9M | 220,424 | Added |
| 20 | Berkshire Money Management, Inc. | $22.2M | 213,872 | Trimmed |
| 21 | Harbour Trust & Investment Management Co | $21.6M | 207,803 | Added |
| 22 | Altus Wealth Group LLC | $20.5M | 197,070 | Added |
| 23 | Prospera Financial Services Inc | $20.0M | 192,356 | Trimmed |
| 24 | Etesian Wealth Advisors, Inc. | $19.4M | 186,600 | Trimmed |
| 25 | Beaumont Asset Management, L.L.C. | $18.6M | 179,283 | Trimmed |