| 1 | ENVESTNET ASSET MANAGEMENT INC | $264.7M | 3.2M | Added |
| 2 | EASTERN BANK | $189.2M | 2.3M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $155.9M | 1.9M | Added |
| 4 | FACTORY MUTUAL INSURANCE CO | $137.9M | 1.7M | Hold |
| 5 | ASSETMARK, INC | $115.0M | 1.4M | Trimmed |
| 6 | Bogart Wealth, LLC | $103.0M | 1.2M | Added |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $99.5M | 1.2M | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $86.2M | 1.0M | Added |
| 9 | Conservest Capital Advisors, Inc. | $75.5M | 915,678 | Trimmed |
| 10 | Hughes Financial Services, LLC | $74.8M | 907,369 | Added |
| 11 | Richard P Slaughter Associates Inc | $65.3M | 791,687 | Added |
| 12 | New England Professional Planning Group Inc. | $62.8M | 761,909 | Trimmed |
| 13 | Private Advisor Group, LLC | $61.8M | 748,700 | Trimmed |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $61.5M | 745,277 | Added |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $48.9M | 592,253 | Added |
| 16 | FIRST FINANCIAL BANK - TRUST DIVISION | $41.8M | 506,500 | Added |
| 17 | CUTLER INVESTMENT COUNSEL LLC | $39.6M | 480,390 | Added |
| 18 | KELLY FINANCIAL GROUP LLC | $37.9M | 459,051 | Trimmed |
| 19 | WealthPlan Investment Management, LLC | $36.0M | 436,465 | Added |
| 20 | EdgeRock Capital LLC | $31.2M | 378,709 | Added |
| 21 | GRIMES & Co WEALTH MANAGEMENT, LLC | $30.1M | 365,229 | Added |
| 22 | SAX WEALTH ADVISORS, LLC | $26.6M | 351,683 | Added |
| 23 | Southern Farm Bureau Life Insurance | $26.6M | 322,180 | Hold |
| 24 | Choice Wealth Advisors, LLC | $25.2M | 305,647 | Added |
| 25 | Badgley Phelps Wealth Managers, LLC | $21.6M | 261,833 | Added |