| 1 | ENVESTNET ASSET MANAGEMENT INC | $59.2M | 855,549 | Added |
| 2 | ORRSTOWN FINANCIAL SERVICES INC | $30.5M | 439,965 | Added |
| 3 | Northwest Financial Advisors | $27.2M | 392,205 | New |
| 4 | PRINCIPAL SECURITIES, INC. | $7.7M | 110,713 | New |
| 5 | Envestnet Portfolio Solutions, Inc. | $5.7M | 82,823 | New |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 32,483 | Added |
| 7 | GGM Financials LLC | $2.2M | 31,259 | Added |
| 8 | MGO ONE SEVEN LLC | $1.3M | 18,977 | Trimmed |
| 9 | PKS Advisory Services, LLC | $1.2M | 17,054 | New |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $692,300 | 10,000 | Trimmed |
| 11 | B. Riley Wealth Advisors, Inc. | $685,151 | 10,002 | New |
| 12 | PARSONS CAPITAL MANAGEMENT INC/RI | $645,986 | 9,331 | Added |
| 13 | American Capital Advisory, LLC | $637,332 | 9,206 | Trimmed |
| 14 | Sowell Financial Services LLC | $633,729 | 9,154 | Added |
| 15 | Portfolio Resources Advisor Group, Inc. | $603,616 | 8,719 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $546,144 | 7,889 | Added |
| 17 | Miller Global Investments, LLC | $532,171 | 7,687 | Trimmed |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $484,610 | 7,000 | Hold |
| 19 | Farther Finance Advisors, LLC | $422,511 | 6,103 | Hold |
| 20 | DAVENPORT & Co LLC | $360,619 | 5,209 | Added |
| 21 | Gladstone Institutional Advisory LLC | $329,535 | 4,760 | Hold |
| 22 | Worth Financial Advisory Group, LLC | $288,343 | 4,165 | New |
| 23 | Northwest Wealth Advisors, LLC | $266,655 | 3,852 | Trimmed |
| 24 | PARK AVENUE SECURITIES LLC | $252,000 | 3,643 | New |
| 25 | Capital Advisors Wealth Management, LLC | $244,221 | 3,528 | New |