| 1 | Orgel Wealth Management, LLC | $153.5M | 1.1M | Added |
| 2 | Warwick Investment Management, Inc. | $29.6M | 215,237 | Added |
| 3 | OLD NATIONAL BANCORP /IN/ | $23.7M | 172,006 | Trimmed |
| 4 | AdvisorNet Financial, Inc | $22.0M | 160,011 | Added |
| 5 | Wiser Wealth Management, Inc | $21.1M | 153,116 | Trimmed |
| 6 | TCV Trust & Wealth Management, Inc. | $20.4M | 148,330 | Trimmed |
| 7 | One Day In July LLC | $19.4M | 140,861 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $19.1M | 138,751 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 138,590 | Trimmed |
| 10 | Moss Adams Wealth Advisors LLC | $13.7M | 99,440 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 96,027 | Added |
| 12 | Berman McAleer LLC | $12.7M | 92,161 | Trimmed |
| 13 | Concurrent Investment Advisors, LLC | $10.8M | 78,715 | Added |
| 14 | Mitsubishi UFJ Asset Management (UK) Ltd. | $10.3M | 74,800 | Hold |
| 15 | PERRYMAN FINANCIAL ADVISORY INC /AD | $10.3M | 74,800 | Added |
| 16 | New Insight Wealth Advisors | $9.6M | 69,874 | Trimmed |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $7.2M | 52,315 | New |
| 18 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $7.0M | 50,942 | Added |
| 19 | Private Advisor Group, LLC | $6.5M | 47,337 | Added |
| 20 | Bryant Woods Investment Advisors, LLC | $6.1M | 44,096 | Trimmed |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.0M | 43,428 | Added |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $4.9M | 35,274 | Hold |
| 23 | CERTUITY, LLC | $4.8M | 34,787 | Trimmed |
| 24 | BCS Wealth Management | $4.0M | 29,263 | Trimmed |
| 25 | Flower City Capital | $4.0M | 28,781 | Trimmed |