| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 166,295 | Added |
| 2 | Abundance Wealth Counselors | $1.6M | 104,248 | Added |
| 3 | First Heartland Consultants, Inc. | $1.4M | 90,645 | Added |
| 4 | BEAM WEALTH ADVISORS, INC. | $1.4M | 87,964 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 80,054 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 65,476 | Added |
| 7 | Financial Designs Corp | $804,708 | 51,125 | Added |
| 8 | Sepio Capital, LP | $791,092 | 50,260 | Trimmed |
| 9 | MEITAV INVESTMENT HOUSE LTD | $668,257 | 42,456 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $646,000 | 41,086 | Trimmed |
| 11 | PARK AVENUE SECURITIES LLC | $600,000 | 38,150 | New |
| 12 | BlueChip Wealth Advisors LLC | $508,748 | 32,322 | Added |
| 13 | Pekin Hardy Strauss, Inc. | $429,907 | 27,313 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $393,060 | 24,972 | Trimmed |
| 15 | Union Bancaire Privee, UBP SA | $382,691 | 29,271 | Hold |
| 16 | IFP Advisors, Inc | $332,649 | 21,134 | Added |
| 17 | WorthPointe, LLC | $312,296 | 19,841 | Added |
| 18 | Blueprint Investment Partners LLC | $298,682 | 18,976 | Trimmed |
| 19 | Sunesis Advisors, LLC | $276,961 | 17,596 | Hold |
| 20 | National Wealth Management Group, LLC | $243,167 | 15,449 | Hold |
| 21 | PUREfi Wealth, LLC | $238,253 | 15,137 | Added |
| 22 | Lansing Street Advisors | $236,604 | 15,032 | New |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $221,761 | 14,089 | Trimmed |
| 24 | AE Wealth Management LLC | $215,575 | 13,696 | Added |
| 25 | Activest Wealth Management | $213,821 | 13,585 | Trimmed |