| 1 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 466,785 | Added |
| 2 | SimpliFi, Inc. | $23.8M | 247,899 | Added |
| 3 | Private Advisor Group, LLC | $22.0M | 229,378 | Added |
| 4 | CX Institutional | $21.0M | 219,118 | Trimmed |
| 5 | KWB Wealth | $15.1M | 156,893 | Trimmed |
| 6 | Financial Guidance Group, Inc. | $14.6M | 151,649 | Added |
| 7 | ARQ WEALTH ADVISORS, LLC | $14.5M | 149,024 | Added |
| 8 | ARRIEN INVESTMENTS, INC. | $14.4M | 149,823 | Added |
| 9 | Dynamic Advisor Solutions LLC | $13.7M | 143,056 | Added |
| 10 | FIRST HAWAIIAN BANK | $13.1M | 136,092 | Trimmed |
| 11 | Financial Enhancement Group LLC | $12.9M | 134,597 | Trimmed |
| 12 | Evergreen Private Wealth LLC | $10.7M | 109,830 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 91,725 | Trimmed |
| 14 | Eagle Strategies LLC | $8.4M | 87,503 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 75,849 | Trimmed |
| 16 | Hobart Private Capital, LLC | $5.1M | 52,770 | Trimmed |
| 17 | 1620 INVESTMENT ADVISORS, INC. | $4.2M | 43,724 | Added |
| 18 | Johnson & White Wealth Management, LLC | $4.0M | 41,527 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $4.0M | 41,240 | Added |
| 20 | 21 West Wealth Management LLC | $2.5M | 26,344 | Trimmed |
| 21 | Warren Street Wealth Advisors, LLC | $2.1M | 22,153 | Added |
| 22 | NVWM, LLC | $2.1M | 22,063 | Trimmed |
| 23 | Wealthcare Advisory Partners LLC | $2.0M | 20,844 | Trimmed |
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.8M | 18,984 | Hold |
| 25 | Stanich Group LLC | $1.8M | 18,953 | Added |