| 1 | ENVESTNET ASSET MANAGEMENT INC | $40.7M | 930,697 | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $27.7M | 633,085 | Added |
| 3 | BRYN MAWR TRUST Co | $22.0M | 503,359 | Trimmed |
| 4 | ASSETMARK, INC | $19.4M | 442,806 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $13.6M | 310,684 | Added |
| 6 | PARK AVENUE SECURITIES LLC | $10.3M | 235,610 | Trimmed |
| 7 | RTD Financial Advisors, Inc. | $5.5M | 124,894 | Trimmed |
| 8 | BIP Wealth, LLC | $4.7M | 107,412 | Added |
| 9 | Modera Wealth Management, LLC | $4.7M | 106,845 | Trimmed |
| 10 | CarsonAllaria Wealth Management, Ltd. | $4.6M | 104,256 | Trimmed |
| 11 | McAdam, LLC | $3.6M | 81,910 | Trimmed |
| 12 | MISSION WEALTH MANAGEMENT, LP | $3.2M | 73,737 | Added |
| 13 | Cullen/Frost Bankers, Inc. | $3.2M | 73,229 | Trimmed |
| 14 | Signal Advisors Wealth, LLC | $3.1M | 70,149 | Added |
| 15 | Aspire Private Capital, LLC | $2.9M | 66,578 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 63,748 | Trimmed |
| 17 | Capital Investment Management, Inc. | $2.7M | 61,018 | Added |
| 18 | Ballentine Partners, LLC | $2.4M | 55,535 | Hold |
| 19 | Total Clarity Wealth Management, Inc. | $2.3M | 53,000 | Added |
| 20 | Concurrent Investment Advisors, LLC | $2.1M | 48,048 | Added |
| 21 | Portside Wealth Group, LLC | $2.0M | 46,267 | Added |
| 22 | LMCG INVESTMENTS, LLC | $2.0M | 45,200 | Hold |
| 23 | AE Wealth Management LLC | $1.9M | 44,479 | Added |
| 24 | PRINCIPAL SECURITIES, INC. | $1.9M | 42,676 | Added |
| 25 | Accredited Investors Inc. | $1.8M | 42,155 | Trimmed |