| 1 | WJ Interests, LLC | $52.5M | 1.7M | Added |
| 2 | Ferguson Shapiro LLC | $44.6M | 1.5M | Trimmed |
| 3 | Integrated Wealth Concepts LLC | $31.9M | 1.0M | Trimmed |
| 4 | Wright Wealth LLC | $18.9M | 615,409 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $15.4M | 499,035 | Added |
| 6 | Professional Financial Advisors, LLC | $13.3M | 432,593 | Added |
| 7 | Aspect Partners, LLC | $8.9M | 289,040 | Added |
| 8 | World Investment Advisors | $8.4M | 307,301 | Hold |
| 9 | MATHER GROUP, LLC. | $6.0M | 195,562 | Added |
| 10 | BLVD Private Wealth, LLC | $5.1M | 167,074 | Trimmed |
| 11 | Fermata Advisors, LLC | $4.9M | 160,634 | Added |
| 12 | Wealthcare Advisory Partners LLC | $4.6M | 150,731 | Added |
| 13 | FIDUCIARY FINANCIAL ADVISORS | $3.7M | 121,915 | New |
| 14 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $3.6M | 118,108 | Added |
| 15 | Accurate Wealth Management, LLC | $2.7M | 88,373 | Trimmed |
| 16 | Nicholas Hoffman & Company, LLC. | $2.3M | 75,145 | Added |
| 17 | Oregon Pacific Wealth Management, LLC | $1.7M | 56,346 | Trimmed |
| 18 | RHS Financial, LLC | $1.7M | 54,570 | New |
| 19 | Manhattan West Asset Management, LLC | $1.4M | 45,085 | New |
| 20 | MML INVESTORS SERVICES, LLC | $1.2M | 40,433 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.2M | 39,779 | Hold |
| 22 | Private Advisory Group LLC | $1.1M | 34,771 | Hold |
| 23 | Ballast Rock Private Wealth LLC | $1.1M | 34,678 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 34,665 | Added |
| 25 | JPMORGAN CHASE & CO | $932,098 | 30,322 | Added |