| 1 | ENVESTNET ASSET MANAGEMENT INC | $122.4M | 2.5M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $82.8M | 1.7M | Trimmed |
| 3 | MML INVESTORS SERVICES, LLC | $80.7M | 1.6M | Trimmed |
| 4 | Edge Wealth Management LLC | $53.0M | 1.1M | Added |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $52.5M | 1.1M | Trimmed |
| 6 | Watchman Group, Inc. | $43.4M | 877,875 | Added |
| 7 | Hilton Capital Management, LLC | $42.3M | 855,402 | Added |
| 8 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $40.5M | 819,151 | Added |
| 9 | CreativeOne Wealth, LLC | $32.1M | 649,295 | Added |
| 10 | LPL Financial LLC | $28.8M | 582,643 | Added |
| 11 | L2 Asset Management, LLC | $27.6M | 559,008 | Added |
| 12 | Tortoise Investment Management, LLC | $25.5M | 515,238 | Added |
| 13 | Aprio Wealth Management, LLC | $22.9M | 463,325 | Added |
| 14 | Convergence Financial, LLC | $22.9M | 462,501 | Added |
| 15 | Pekin Hardy Strauss, Inc. | $20.3M | 410,028 | Added |
| 16 | Proficio Capital Partners LLC | $19.0M | 383,745 | Trimmed |
| 17 | HUTCHINSON CAPITAL MANAGEMENT/CA | $18.8M | 379,512 | Added |
| 18 | PEAK FINANCIAL ADVISORS LLC | $17.0M | 343,050 | Trimmed |
| 19 | Horizon Investments, LLC | $14.8M | 301,338 | Added |
| 20 | Royal Bank of Canada | $14.4M | 291,789 | Added |
| 21 | WealthPlan Investment Management, LLC | $14.2M | 286,783 | Added |
| 22 | Bank of New York Mellon Corp | $12.9M | 261,015 | Added |
| 23 | BAR HARBOR WEALTH MANAGEMENT | $12.1M | 245,329 | Trimmed |
| 24 | True Wealth Design, LLC | $11.4M | 229,914 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 227,652 | Added |