| 1 | Unison Advisors LLC | $236.7M | 2.4M | Added |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $58.0M | 580,080 | New |
| 3 | TIAA Wealth Investment Management LLC | $43.9M | 438,910 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $34.6M | 345,991 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 234,760 | Added |
| 6 | Joel Isaacson & Co., LLC | $23.1M | 231,552 | Trimmed |
| 7 | HighTower Advisors, LLC | $21.8M | 218,434 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $20.6M | 205,701 | Added |
| 9 | Cetera Investment Advisers | $19.8M | 198,090 | Added |
| 10 | Avantax Planning Partners, Inc. | $19.0M | 190,307 | Added |
| 11 | SEEDS INVESTOR LLC | $16.5M | 163,601 | Added |
| 12 | Equitable Holdings, Inc. | $14.0M | 138,894 | Added |
| 13 | Aspire Private Capital, LLC | $11.8M | 117,819 | Added |
| 14 | JANE STREET GROUP, LLC | $9.8M | 98,253 | Added |
| 15 | Merit Financial Group, LLC | $8.8M | 87,737 | Added |
| 16 | FIRST FINANCIAL BANK - TRUST DIVISION | $7.5M | 75,321 | Added |
| 17 | Heartwood Wealth Advisors LLC | $7.3M | 72,593 | Trimmed |
| 18 | Ashton Thomas Private Wealth, LLC | $6.6M | 65,652 | Added |
| 19 | Atria Investments, Inc | $6.3M | 63,287 | Added |
| 20 | Silver Oak Advisory Group, Inc. | $6.2M | 61,603 | Added |
| 21 | Apella Capital, LLC | $5.6M | 55,664 | Added |
| 22 | S.A. Mason LLC | $5.5M | 55,286 | Added |
| 23 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.3M | 52,738 | Added |
| 24 | LPL Financial LLC | $5.2M | 51,845 | Added |
| 25 | Seed Wealth Management, Inc. | $5.0M | 49,885 | Hold |