| 1 | HighTower Advisors, LLC | $55.0M | 1.2M | Added |
| 2 | FOSTER & MOTLEY INC | $47.5M | 1.0M | Trimmed |
| 3 | ALM First Financial Advisors, LLC | $44.7M | 983,500 | Added |
| 4 | Cambria Investment Management, L.P. | $41.5M | 914,158 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $33.8M | 743,579 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $33.2M | 730,907 | Added |
| 7 | NewEdge Advisors, LLC | $24.4M | 537,367 | Trimmed |
| 8 | Sepio Capital, LP | $22.1M | 486,941 | Added |
| 9 | UBS Group AG | $20.1M | 442,277 | Added |
| 10 | Cetera Investment Advisers | $19.9M | 437,684 | Trimmed |
| 11 | Empowered Funds, LLC | $15.0M | 330,870 | Added |
| 12 | LPL Financial LLC | $14.8M | 325,083 | Trimmed |
| 13 | VestGen Advisors, LLC | $14.4M | 317,091 | Added |
| 14 | Integrated Wealth Concepts LLC | $14.2M | 313,412 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 294,122 | Added |
| 16 | TriaGen Wealth Management LLC | $13.3M | 291,869 | Added |
| 17 | STATE OF WISCONSIN INVESTMENT BOARD | $10.3M | 227,135 | Hold |
| 18 | Warren Street Wealth Advisors, LLC | $8.2M | 181,142 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 157,629 | Trimmed |
| 20 | Welch Financial Planning, LLC | $7.3M | 161,416 | Added |
| 21 | Professional Financial Management, Inc. | $6.8M | 149,520 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 148,414 | Added |
| 23 | Opus Capital Group, LLC | $6.7M | 147,911 | Added |
| 24 | Westview Management dba Westview Investment Advisors | $6.0M | 131,563 | Added |
| 25 | Sound Portfolio Advisors, LLC | $5.5M | 121,981 | Trimmed |