| 1 | BLB&B Advisors, LLC | $102.9M | 2.4M | Trimmed |
| 2 | Cassaday & Co Wealth Management LLC | $60.2M | 1.4M | Added |
| 3 | CIBC Bancorp USA Inc. | $59.3M | 1.4M | Added |
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $31.1M | 710,414 | Trimmed |
| 5 | DIMENSION CAPITAL MANAGEMENT LLC | $20.9M | 478,880 | Trimmed |
| 6 | Badgley Phelps Wealth Managers, LLC | $20.0M | 457,278 | Added |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $14.5M | 331,604 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 259,765 | Trimmed |
| 9 | Global Endowment Management, LP | $11.1M | 254,683 | Added |
| 10 | SAX WEALTH ADVISORS, LLC | $10.3M | 214,572 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $9.3M | 215,325 | Added |
| 12 | CERTUITY, LLC | $8.9M | 204,390 | Hold |
| 13 | UNIQUE WEALTH, LLC | $8.9M | 203,147 | Trimmed |
| 14 | Ironwood Wealth Management, LLC. | $8.8M | 200,360 | Added |
| 15 | Heartland Bank & Trust Co | $8.6M | 197,654 | Added |
| 16 | CoreCap Advisors, LLC | $8.5M | 194,331 | Added |
| 17 | Legend Financial Advisors, Inc. | $8.4M | 192,783 | Trimmed |
| 18 | CULTIVAR CAPITAL, INC. | $8.0M | 183,482 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $8.0M | 181,965 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $7.8M | 179,598 | Trimmed |
| 21 | ACIMA PRIVATE WEALTH, LLC | $7.1M | 162,587 | Trimmed |
| 22 | FIRST FOUNDATION ADVISORS | $6.4M | 146,170 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 142,999 | Trimmed |
| 24 | Waverly Advisors, LLC | $5.1M | 117,469 | Trimmed |
| 25 | Ackerman Capital Advisors, LLC | $5.0M | 113,761 | Trimmed |