| 1 | Howard Capital Management Inc. | $178.0M | 6.4M | Trimmed |
| 2 | Royal Bank of Canada | $163.4M | 5.9M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $156.2M | 5.7M | Added |
| 4 | HighTower Advisors, LLC | $68.8M | 2.5M | Added |
| 5 | Clal Insurance Enterprises Holdings Ltd | $63.6M | 2.3M | Hold |
| 6 | LPL Financial LLC | $62.0M | 2.2M | Added |
| 7 | MORGAN STANLEY | $50.7M | 1.8M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1.5M | Added |
| 9 | TrueWealth Advisors, LLC | $39.7M | 1.4M | Added |
| 10 | Thrivent Financial for Lutherans | $37.1M | 1.3M | Added |
| 11 | Venture Visionary Partners LLC | $36.7M | 1.3M | Added |
| 12 | Stenger Family Office, LLC | $35.0M | 1.3M | Trimmed |
| 13 | Socha Financial Group, LLC | $34.9M | 1.3M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $33.1M | 1.2M | Added |
| 15 | NewEdge Advisors, LLC | $30.5M | 1.1M | Added |
| 16 | Arcus Capital Partners, LLC | $30.0M | 1.1M | Added |
| 17 | Reliant Wealth Planning | $28.8M | 1.0M | Added |
| 18 | MML INVESTORS SERVICES, LLC | $27.2M | 984,228 | Added |
| 19 | MEITAV INVESTMENT HOUSE LTD | $25.3M | 913,800 | Hold |
| 20 | Janney Montgomery Scott LLC | $23.7M | 858,397 | New |
| 21 | SMITH, MOORE & CO. | $22.6M | 816,101 | Added |
| 22 | Pinnacle Wealth Management, LLC | $19.8M | 715,360 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $19.3M | 698,926 | Added |
| 24 | Integrated Wealth Concepts LLC | $19.2M | 693,339 | Added |
| 25 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $18.8M | 678,413 | Hold |