| 1 | Evensky & Katz LLC | $33.5M | 753,584 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 563,783 | Added |
| 3 | Magnus Financial Group LLC | $14.9M | 335,278 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 204,808 | Added |
| 5 | CoreCap Advisors, LLC | $5.4M | 122,644 | Added |
| 6 | FFG RETIREMENT ADVISORS LLC | $5.3M | 119,272 | Added |
| 7 | Merit Financial Group, LLC | $4.7M | 105,262 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.8M | 86,138 | Added |
| 9 | Cooper Financial Group | $3.5M | 79,529 | Added |
| 10 | CITIGROUP INC | $3.5M | 78,589 | New |
| 11 | IAMS WEALTH MANAGEMENT, LLC | $2.9M | 65,413 | Added |
| 12 | D.A. DAVIDSON & CO. | $2.1M | 47,049 | Added |
| 13 | Kestra Advisory Services, LLC | $2.1M | 46,679 | Added |
| 14 | Providence First Trust Co | $1.7M | 37,591 | New |
| 15 | Envestnet Portfolio Solutions, Inc. | $1.1M | 24,007 | Added |
| 16 | Keystone Financial Group | $902,296 | 20,317 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $891,951 | 19,959 | Trimmed |
| 18 | SigFig Wealth Management, LLC | $839,205 | 18,933 | Trimmed |
| 19 | Advisory Solutions Group, LLC | $823,727 | 18,548 | New |
| 20 | Cornerstone Wealth Management, LLC | $753,194 | 16,960 | Trimmed |
| 21 | Capital Advisors, Ltd. LLC | $753,000 | 16,960 | Hold |
| 22 | Private Advisor Group, LLC | $697,391 | 15,703 | Trimmed |
| 23 | LexAurum Advisors, LLC | $683,985 | 15,402 | Added |
| 24 | DAYMARK WEALTH PARTNERS, LLC | $544,371 | 12,258 | Trimmed |
| 25 | Northwest Financial Advisors | $532,594 | 11,993 | Trimmed |