| 1 | GHP Investment Advisors, Inc. | $28.7M | 813,058 | Added |
| 2 | Tradewinds Capital Management, LLC | $27.8M | 786,791 | New |
| 3 | SIMON QUICK ADVISORS, LLC | $8.9M | 251,581 | Trimmed |
| 4 | Morningstar Investment Management LLC | $7.5M | 215,970 | Hold |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 188,196 | Trimmed |
| 6 | ASSETMARK, INC | $5.1M | 145,238 | Trimmed |
| 7 | MMA ASSET MANAGEMENT LLC | $4.9M | 138,622 | Trimmed |
| 8 | INNEALTA CAPITAL, LLC | $3.6M | 101,402 | Hold |
| 9 | MERIDIAN INVESTMENT COUNSEL INC. | $2.4M | 68,575 | Trimmed |
| 10 | Avestar Capital, LLC | $1.5M | 43,231 | Trimmed |
| 11 | CABOT WEALTH MANAGEMENT INC | $1.2M | 33,090 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $905,212 | 25,651 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $680,144 | 19,273 | Trimmed |
| 14 | Ashton Thomas Private Wealth, LLC | $594,284 | 16,840 | Added |
| 15 | Archford Capital Strategies, LLC | $503,630 | 14,271 | Trimmed |
| 16 | CX Institutional | $500,000 | 14,178 | Trimmed |
| 17 | Envestnet Portfolio Solutions, Inc. | $489,155 | 13,861 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $461,000 | 13,076 | Trimmed |
| 19 | Dynamic Wealth Strategies, LLC | $438,125 | 12,415 | Added |
| 20 | Atria Investments, Inc | $415,646 | 11,778 | Trimmed |
| 21 | United Asset Strategies, Inc. | $326,397 | 9,249 | Added |
| 22 | SWMG, LLC | $319,671 | 8,977 | Trimmed |
| 23 | CHOREO, LLC | $223,223 | 6,243 | Added |
| 24 | Ledyard National Bank | $206,729 | 5,858 | Trimmed |
| 25 | BAYBAN | $156,652 | 4,439 | Hold |