| 1 | CWM, LLC | $108.7M | 4.0M | Added |
| 2 | Ferguson Shapiro LLC | $47.4M | 1.7M | Added |
| 3 | WJ Interests, LLC | $44.4M | 1.6M | Added |
| 4 | Integrated Wealth Concepts LLC | $28.8M | 1.1M | Trimmed |
| 5 | Wright Wealth LLC | $16.2M | 594,133 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 487,384 | Added |
| 7 | Professional Financial Advisors, LLC | $11.6M | 426,882 | Added |
| 8 | World Investment Advisors | $8.4M | 307,301 | Added |
| 9 | Aspect Partners, LLC | $7.6M | 279,811 | Added |
| 10 | BLVD Private Wealth, LLC | $4.7M | 173,110 | Trimmed |
| 11 | Wealthcare Advisory Partners LLC | $3.9M | 141,871 | Added |
| 12 | Fermata Advisors, LLC | $3.7M | 136,634 | Added |
| 13 | JANE STREET GROUP, LLC | $2.9M | 104,788 | New |
| 14 | Accurate Wealth Management, LLC | $2.8M | 97,516 | Trimmed |
| 15 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $2.1M | 78,208 | New |
| 16 | Nicholas Hoffman & Company, LLC. | $1.8M | 66,517 | New |
| 17 | MATHER GROUP, LLC. | $1.6M | 58,635 | New |
| 18 | Oregon Pacific Wealth Management, LLC | $1.6M | 57,033 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.1M | 39,779 | Hold |
| 20 | MML INVESTORS SERVICES, LLC | $987,548 | 36,294 | Added |
| 21 | Private Advisory Group LLC | $946,119 | 34,771 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $839,313 | 30,846 | Added |
| 23 | Ballast Rock Private Wealth LLC | $704,152 | 25,878 | Added |
| 24 | Worth Asset Management, LLC | $665,176 | 24,446 | Trimmed |
| 25 | JPMORGAN CHASE & CO | $616,751 | 23,300 | Added |