| 1 | RAYMOND JAMES FINANCIAL INC | $28.6M | 540,883 | Trimmed |
| 2 | Mesirow Financial Investment Management, Inc. | $25.9M | 490,514 | Added |
| 3 | FIRST FOUNDATION ADVISORS | $12.3M | 233,578 | Added |
| 4 | Manske Wealth Management | $12.2M | 230,349 | Trimmed |
| 5 | 46 Peaks LLC | $9.3M | 175,486 | Added |
| 6 | BRIGHT FINANCIAL ADVISORS, INC. | $9.0M | 171,020 | Trimmed |
| 7 | Phil A. Younker & Associates, Ltd. | $8.6M | 163,610 | Trimmed |
| 8 | LPL Financial LLC | $8.5M | 161,639 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $5.1M | 96,512 | Added |
| 10 | MORGAN STANLEY | $4.6M | 86,968 | Trimmed |
| 11 | Taylor Financial Group, Inc. | $4.3M | 81,670 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $3.7M | 69,886 | Trimmed |
| 13 | Geneos Wealth Management Inc. | $3.3M | 61,605 | Added |
| 14 | HANCOCK WHITNEY CORP | $2.5M | 47,824 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $2.5M | 47,788 | Added |
| 16 | Robinswood Financial LLC | $2.4M | 44,991 | Added |
| 17 | HighTower Advisors, LLC | $1.8M | 33,710 | Added |
| 18 | Ameritas Advisory Services, LLC | $1.6M | 29,963 | Added |
| 19 | NewEdge Advisors, LLC | $1.2M | 22,039 | Hold |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 19,926 | New |
| 21 | IFG Advisory, LLC | $1.0M | 18,980 | New |
| 22 | Rossmore Private Capital | $1.0M | 18,952 | Trimmed |
| 23 | PDS Planning, Inc | $863,138 | 16,335 | Trimmed |
| 24 | Private Advisor Group, LLC | $773,562 | 14,640 | Added |
| 25 | Golden State Wealth Management, LLC | $754,163 | 14,272 | Trimmed |