| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | $156.4M | 3.9M | Added |
| 2 | Mesirow Financial Investment Management, Inc. | $86.1M | 2.1M | Trimmed |
| 3 | Verum Partners LLC | $31.3M | 780,750 | Added |
| 4 | Bank of New York Mellon Corp | $27.2M | 677,553 | Added |
| 5 | LPL Financial LLC | $21.1M | 524,541 | Added |
| 6 | NavPoint Financial, Inc. | $20.2M | 504,375 | Added |
| 7 | Goldstone Financial Group, LLC | $19.8M | 493,466 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $13.2M | 328,935 | Added |
| 9 | ECLECTIC ASSOCIATES INC /ADV | $12.6M | 313,286 | Added |
| 10 | Allegheny Financial Group | $11.7M | 292,639 | Added |
| 11 | New England Private Wealth Advisors LLC | $11.6M | 289,678 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $7.2M | 180,432 | Trimmed |
| 13 | First Pacific Advisors, LP | $5.8M | 145,470 | New |
| 14 | Argent Trust Co | $4.5M | 113,248 | Added |
| 15 | DEMMING FINANCIAL SERVICES CORP /ADV | $4.2M | 105,577 | Added |
| 16 | Private Advisor Group, LLC | $3.4M | 84,628 | Added |
| 17 | Onyx Bridge Wealth Group LLC | $2.9M | 72,512 | Trimmed |
| 18 | Stratos Wealth Partners, LTD. | $2.4M | 58,845 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.3M | 56,170 | Added |
| 20 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.1M | 52,452 | New |
| 21 | &PARTNERS | $2.1M | 51,971 | Added |
| 22 | SHP Wealth Management | $2.1M | 51,512 | Added |
| 23 | Compass Ion Advisors, LLC | $2.0M | 49,347 | Trimmed |
| 24 | Tanglewood Wealth Management, Inc. | $1.6M | 40,809 | Trimmed |
| 25 | Good Harbor Advisors, Inc. | $1.4M | 35,697 | Added |