| 1 | ENVESTNET ASSET MANAGEMENT INC | $86.5M | 710,158 | Trimmed |
| 2 | GREENLEAF TRUST | $54.1M | 444,077 | Trimmed |
| 3 | Baker Avenue Asset Management, LP | $40.7M | 334,411 | Trimmed |
| 4 | Howard Capital Management Inc. | $34.2M | 281,042 | New |
| 5 | Ocean Park Asset Management, LLC | $31.5M | 258,837 | New |
| 6 | Tradewinds Capital Management, LLC | $24.3M | 199,640 | Trimmed |
| 7 | Certified Advisory Corp | $23.4M | 192,216 | Added |
| 8 | Cornerstone Planning Group LLC | $21.0M | 180,323 | Added |
| 9 | TME FINANCIAL, INC. | $20.2M | 165,728 | Added |
| 10 | Systelligence, LLC | $20.2M | 165,710 | Added |
| 11 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $18.3M | 150,291 | Added |
| 12 | Independence Financial Advisors, LLC | $17.2M | 141,376 | Added |
| 13 | ASSETMARK, INC | $16.6M | 136,735 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $16.5M | 135,453 | Added |
| 15 | Onyx Bridge Wealth Group LLC | $13.7M | 112,640 | Trimmed |
| 16 | McAdam, LLC | $11.1M | 91,288 | Added |
| 17 | Mascagni Wealth Management, Inc. | $10.0M | 81,824 | Added |
| 18 | B. Riley Wealth Advisors, Inc. | $9.9M | 81,888 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $9.0M | 73,943 | Trimmed |
| 20 | TD Asset Management Inc | $7.8M | 64,300 | New |
| 21 | Plan Group Financial, LLC | $7.6M | 62,812 | Added |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $7.3M | 63,938 | Added |
| 23 | Private Advisor Group, LLC | $6.5M | 53,620 | Added |
| 24 | CAPITAL WEALTH MANAGEMENT, LLC | $6.4M | 52,556 | Added |
| 25 | Savvy Advisors, Inc. | $6.3M | 51,407 | Added |