| 1 | ENVESTNET ASSET MANAGEMENT INC | $94.5M | 1.1M | Added |
| 2 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $20.8M | 245,699 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $18.2M | 214,571 | Added |
| 4 | BAILARD, INC. | $9.1M | 108,027 | Added |
| 5 | Values Added Financial LLC | $9.1M | 107,954 | Added |
| 6 | PARK AVENUE SECURITIES LLC | $8.8M | 104,605 | Trimmed |
| 7 | Accredited Investors Inc. | $8.6M | 101,689 | Added |
| 8 | Apella Capital, LLC | $6.3M | 75,662 | Trimmed |
| 9 | Invera Wealth Advisors, LLC | $5.7M | 67,313 | Added |
| 10 | Walkner Condon Financial Advisors LLC | $4.1M | 48,437 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.9M | 46,582 | Added |
| 12 | TD Waterhouse Canada Inc. | $3.7M | 43,715 | Hold |
| 13 | Equita Financial Network, Inc. | $3.6M | 42,427 | Added |
| 14 | Decker Retirement Planning Inc. | $3.3M | 39,438 | Added |
| 15 | ALBION FINANCIAL GROUP /UT | $3.3M | 38,662 | Added |
| 16 | Robertson Stephens Wealth Management, LLC | $3.0M | 35,593 | Added |
| 17 | Atwater Malick LLC | $2.9M | 34,843 | Added |
| 18 | Westfuller Advisors, LLC | $2.7M | 32,125 | Trimmed |
| 19 | ASSETMARK, INC | $2.6M | 30,952 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 22,170 | Added |
| 21 | GeoWealth Management, LLC | $1.9M | 22,064 | Added |
| 22 | Archer Investment Management, LLC | $1.8M | 21,610 | Trimmed |
| 23 | WARNER FINANCIAL, INC | $1.7M | 20,031 | Added |
| 24 | Shotwell Rutter Baer Inc | $1.7M | 19,640 | Trimmed |
| 25 | TWIN FOCUS CAPITAL PARTNERS, LLC | $1.6M | 19,083 | New |