| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $109.3M | 3.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 606,604 | Added |
| 3 | Holcombe Financial, Inc. | $6.6M | 192,353 | Added |
| 4 | FIRST FINANCIAL CORP /IN/ | $3.6M | 104,470 | Hold |
| 5 | VestGen Investment Management | $3.5M | 101,135 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.2M | 64,232 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 62,295 | Added |
| 8 | MATHER GROUP, LLC. | $1.9M | 55,496 | Trimmed |
| 9 | BIP Wealth, LLC | $1.7M | 49,613 | New |
| 10 | Farther Finance Advisors, LLC | $1.5M | 43,203 | Added |
| 11 | Atria Investments, Inc | $1.2M | 35,854 | Added |
| 12 | First Heartland Consultants, Inc. | $1.1M | 33,043 | Added |
| 13 | Kestra Advisory Services, LLC | $1.1M | 31,902 | Trimmed |
| 14 | HUB Investment Partners, LLC | $1.1M | 31,545 | Added |
| 15 | WealthPlan Investment Management, LLC | $970,583 | 28,084 | Added |
| 16 | UHLMANN PRICE SECURITIES, LLC | $593,018 | 17,159 | New |
| 17 | Gilbert Capital Group, Inc. | $557,593 | 16,134 | Trimmed |
| 18 | Essex Bank | $553,007 | 16,006 | Hold |
| 19 | RVW Wealth, LLC | $548,640 | 15,875 | Added |
| 20 | Bryn Mawr Trust Advisors, LLC | $465,972 | 13,483 | Trimmed |
| 21 | NBT BANK N A /NY | $424,570 | 12,285 | Hold |
| 22 | Clark Asset Management, LLC | $370,068 | 10,708 | Hold |
| 23 | Anson Capital, Inc. | $347,432 | 10,053 | Trimmed |
| 24 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $332,190 | 9,612 | Added |
| 25 | Live Oak Private Wealth LLC | $306,098 | 8,857 | Hold |