| 1 | Rice Partnership, LLC | $23.5M | 567,183 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $18.2M | 439,889 | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $17.2M | 415,435 | New |
| 4 | CITIGROUP INC | $15.8M | 381,913 | Added |
| 5 | SECURIAN ASSET MANAGEMENT, INC | $10.9M | 265,791 | Hold |
| 6 | 3EDGE Asset Management, LP | $7.9M | 190,421 | Added |
| 7 | Ameliora Wealth Management Ltd. | $5.1M | 122,203 | Trimmed |
| 8 | Walleye Trading LLC | $4.2M | 101,500 | Trimmed |
| 9 | Vontobel Holding Ltd. | $3.4M | 81,790 | Hold |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC | $2.2M | 53,632 | Trimmed |
| 11 | BigSur Wealth Management LLC | $2.0M | 49,000 | Hold |
| 12 | Advocacy Wealth Management, LLC | $1.9M | 47,108 | Added |
| 13 | Viewpoint Capital Management LLC | $1.4M | 34,283 | Trimmed |
| 14 | SBI Securities Co., Ltd. | $1.3M | 32,229 | Trimmed |
| 15 | Tradewinds Capital Management, LLC | $1.3M | 31,312 | Trimmed |
| 16 | Caprock Group, LLC | $1.3M | 30,347 | Trimmed |
| 17 | Dynamic Wealth Strategies, LLC | $1.2M | 29,452 | Trimmed |
| 18 | Kohmann Bosshard Financial Services, LLC | $1.2M | 29,307 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.2M | 28,388 | Added |
| 20 | Barry Investment Advisors, LLC | $1.1M | 25,397 | Trimmed |
| 21 | GFS Advisors, LLC | $1.0M | 887 | Trimmed |
| 22 | Robertson Stephens Wealth Management, LLC | $995,704 | 24,068 | Added |
| 23 | JAMES INVESTMENT RESEARCH, INC. | $761,911 | 18,417 | Trimmed |
| 24 | Pathway Financial Advisors LLC | $740,425 | 17,500 | Hold |
| 25 | Merit Financial Group, LLC | $735,807 | 17,786 | Trimmed |