| 1 | Fisher Asset Management, LLC | $170.9M | 2.9M | Trimmed |
| 2 | New Harbor Financial Group, LLC | $34.1M | 586,820 | Added |
| 3 | BENJAMIN EDWARDS INC | $20.9M | 359,876 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $17.4M | 299,868 | Added |
| 5 | EQUITABLE TRUST CO | $10.6M | 182,823 | New |
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | $10.5M | 181,034 | New |
| 7 | Ackerman Capital Advisors, LLC | $9.6M | 164,244 | Trimmed |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $8.9M | 152,199 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 136,889 | Trimmed |
| 10 | Almanack Investment Partners, LLC. | $7.8M | 134,970 | Trimmed |
| 11 | THEORY FINANCIAL LLC | $7.4M | 127,586 | Added |
| 12 | Retirement Management Systems Inc. | $7.2M | 123,859 | Added |
| 13 | Trilogy Capital Inc. | $6.9M | 118,144 | Added |
| 14 | Barry Investment Advisors, LLC | $5.4M | 92,743 | Trimmed |
| 15 | Tepp RIA, LLC | $5.2M | 90,275 | Added |
| 16 | CoreCap Advisors, LLC | $4.7M | 81,242 | Added |
| 17 | Refined Wealth Management | $4.6M | 79,141 | Added |
| 18 | Allied Investment Advisors, LLC | $4.1M | 70,114 | Trimmed |
| 19 | Consolidated Investment Group LLC | $3.2M | 54,600 | Hold |
| 20 | Concurrent Investment Advisors, LLC | $2.9M | 50,333 | New |
| 21 | Mesirow Financial Investment Management, Inc. | $2.4M | 40,537 | Added |
| 22 | Vontobel Holding Ltd. | $2.1M | 36,800 | Trimmed |
| 23 | WMS Group LLC | $2.1M | 36,053 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 33,620 | Added |
| 25 | RFG Advisory, LLC | $1.8M | 30,763 | New |