| 1 | Cambridge Investment Research Advisors, Inc. | $37.9M | 948,024 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $34.3M | 857,223 | Added |
| 3 | MISSION WEALTH MANAGEMENT, LP | $12.0M | 299,935 | Added |
| 4 | PFG Investments, LLC | $10.1M | 253,459 | Added |
| 5 | Evolution Advisers, Inc. | $8.3M | 208,235 | Trimmed |
| 6 | Clarity Asset Management, Inc. | $7.0M | 176,041 | Trimmed |
| 7 | 3EDGE Asset Management, LP | $5.4M | 135,264 | Added |
| 8 | ASSETMARK, INC | $5.1M | 127,349 | Added |
| 9 | Allodium Investment Consultants, LLC | $4.8M | 119,655 | Added |
| 10 | OPPENHEIMER ASSET MANAGEMENT INC. | $3.6M | 90,069 | Added |
| 11 | Clarity Wealth Development LLC | $2.7M | 66,412 | Trimmed |
| 12 | Bond & Devick Financial Network, Inc. | $2.2M | 55,553 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 44,930 | Trimmed |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.8M | 44,930 | Hold |
| 15 | NATURAL INVESTMENTS, LLC | $1.7M | 43,327 | Added |
| 16 | Colorado Capital Management, Inc. | $1.6M | 40,106 | Added |
| 17 | McNamara Financial Services, Inc. | $1.6M | 38,802 | Added |
| 18 | WHITTIER TRUST CO OF NEVADA INC | $1.5M | 38,476 | Hold |
| 19 | Ledyard National Bank | $1.5M | 38,275 | Trimmed |
| 20 | CGN Advisors LLC | $1.5M | 37,677 | Added |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 34,365 | Hold |
| 22 | Vontobel Holding Ltd. | $1.3M | 32,983 | Trimmed |
| 23 | WHITTIER TRUST CO | $1.2M | 30,769 | Hold |
| 24 | Trust Co | $1.2M | 29,952 | Trimmed |
| 25 | CX Institutional | $1.2M | 28,923 | Added |