| 1 | Gradient Investments LLC | $35.2M | 905,457 | Added |
| 2 | LPL Financial LLC | $32.4M | 832,840 | Trimmed |
| 3 | GREAT LAKES ADVISORS, LLC | $29.0M | 745,551 | Trimmed |
| 4 | MORGAN STANLEY | $17.2M | 442,385 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $17.2M | 441,347 | Added |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.2M | 339,071 | Added |
| 7 | FINANCIAL MANAGEMENT NETWORK INC | $11.8M | 301,222 | Trimmed |
| 8 | Mesirow Financial Investment Management, Inc. | $10.4M | 268,034 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.8M | 150,378 | Trimmed |
| 10 | FOCUSED ALPHA, LLC | $5.4M | 137,722 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $4.5M | 114,624 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 79,577 | Trimmed |
| 13 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $3.1M | 79,886 | Trimmed |
| 14 | Bank of New Hampshire | $2.8M | 71,642 | Added |
| 15 | Creekside Partners | $2.6M | 68,133 | Added |
| 16 | Prospera Financial Services Inc | $2.5M | 64,902 | Trimmed |
| 17 | TRUE Private Wealth Advisors | $2.5M | 63,375 | Added |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $2.2M | 56,709 | Trimmed |
| 19 | Vise Technologies, Inc. | $2.1M | 54,539 | Added |
| 20 | MAI Capital Management | $2.0M | 51,812 | Added |
| 21 | Family Office Research LLC | $1.9M | 49,230 | Trimmed |
| 22 | STEPHENS INC /AR/ | $1.9M | 49,104 | Trimmed |
| 23 | TPG Advisors LLC | $1.9M | 48,611 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.9M | 48,196 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $1.8M | 45,239 | Trimmed |