| 1 | ENVESTNET ASSET MANAGEMENT INC | $79.0M | 878,979 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 226,619 | Trimmed |
| 3 | Advantage Trust Co | $7.8M | 87,305 | Added |
| 4 | Herold Advisors, Inc. | $5.8M | 64,695 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 30,069 | Added |
| 6 | IFP Advisors, Inc | $2.0M | 22,161 | New |
| 7 | Fiduciary Planning LLC | $1.8M | 19,674 | Trimmed |
| 8 | VICTORY FINANCIAL GROUP, LLC | $1.5M | 16,519 | Added |
| 9 | PARK NATIONAL CORP /OH/ | $1.3M | 14,945 | Trimmed |
| 10 | WealthPlan Investment Management, LLC | $1.3M | 14,352 | Added |
| 11 | VestGen Investment Management | $997,377 | 11,098 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $698,000 | 7,768 | Added |
| 13 | First Heartland Consultants, Inc. | $667,644 | 7,429 | Added |
| 14 | Atria Investments, Inc | $667,644 | 7,429 | Added |
| 15 | Patriot Financial Group Insurance Agency, LLC | $611,867 | 6,808 | Trimmed |
| 16 | SeaCrest Wealth Management, LLC | $591,345 | 6,580 | Added |
| 17 | Turtle Creek Wealth Advisors, LLC | $557,374 | 6,202 | New |
| 18 | Capital Advisors, Ltd. LLC | $520,000 | 5,783 | Added |
| 19 | CoreCap Advisors, LLC | $374,758 | 4,170 | Added |
| 20 | Wealthcare Advisory Partners LLC | $345,011 | 3,839 | Hold |
| 21 | ASPIRIANT, LLC | $312,658 | 3,479 | Trimmed |
| 22 | Colonial River Investments, LLC | $296,751 | 3,302 | Trimmed |
| 23 | PRIVATE TRUST CO NA | $247,232 | 2,751 | Hold |
| 24 | Cross Staff Investments Inc | $233,662 | 2,600 | Hold |
| 25 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $232,943 | 2,592 | Trimmed |