| 1 | ENVESTNET ASSET MANAGEMENT INC | $333.6M | 5.0M | Added |
| 2 | Tradewinds Capital Management, LLC | $26.1M | 387,837 | Trimmed |
| 3 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | $21.9M | 325,320 | Trimmed |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $20.3M | 301,900 | Trimmed |
| 5 | Prairiewood Capital, LLC | $17.3M | 256,478 | Added |
| 6 | Sachetta, LLC | $13.8M | 205,252 | Added |
| 7 | FIDUCIARY FINANCIAL GROUP, LLC | $12.0M | 178,050 | Added |
| 8 | Versant Capital Management, Inc | $10.8M | 160,997 | Added |
| 9 | Warren Street Wealth Advisors, LLC | $10.4M | 154,548 | Added |
| 10 | M&T Bank Corp | $8.3M | 123,251 | Hold |
| 11 | Treasure Coast Financial Planning | $7.6M | 113,200 | Added |
| 12 | STERLING INVESTMENT ADVISORS LLC /ADV | $5.5M | 81,023 | Added |
| 13 | CX Institutional | $5.2M | 77,430 | Trimmed |
| 14 | BIP Wealth, LLC | $4.9M | 72,599 | New |
| 15 | TMB Capital Partners, LLC | $4.7M | 70,194 | Added |
| 16 | Boltwood Capital Management | $4.5M | 67,202 | Added |
| 17 | D.A. DAVIDSON & CO. | $4.3M | 64,467 | Trimmed |
| 18 | Fiduciary Alliance LLC | $4.1M | 60,734 | Added |
| 19 | White & Co Financial Planning Inc | $4.0M | 59,116 | Added |
| 20 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $3.9M | 57,694 | Added |
| 21 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $3.6M | 53,100 | Trimmed |
| 22 | Conservest Capital Advisors, Inc. | $3.2M | 47,162 | Added |
| 23 | Farther Finance Advisors, LLC | $3.0M | 44,467 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 39,914 | Added |
| 25 | Chemistry Wealth Management LLC | $2.5M | 36,901 | Added |