| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.4M | 1.6M | Added |
| 2 | HARTLINE INVESTMENT CORP/ | $18.3M | 741,444 | Added |
| 3 | Columbus Macro, LLC | $10.3M | 418,460 | Added |
| 4 | White Wing Wealth Management | $10.3M | 417,474 | Trimmed |
| 5 | Sightline Wealth Advisors, LLC | $10.3M | 416,772 | Added |
| 6 | Cape Investment Advisory, Inc. | $8.5M | 346,191 | Added |
| 7 | SlateStone Wealth, LLC | $7.9M | 321,351 | Added |
| 8 | FF Advisors,LLC | $6.5M | 264,253 | Added |
| 9 | VAN STRUM & TOWNE INC. | $5.4M | 218,661 | Added |
| 10 | Modera Wealth Management, LLC | $4.1M | 165,267 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $3.9M | 156,918 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 154,856 | Trimmed |
| 13 | Yanni & Associates Investment Advisors, LLC | $3.6M | 145,694 | Added |
| 14 | White & Co Financial Planning Inc | $3.5M | 141,293 | Added |
| 15 | MFG WEALTH MANAGEMENT, INC. | $3.1M | 124,377 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $2.3M | 95,218 | New |
| 17 | MONEYWISE, INC. | $2.0M | 82,313 | Added |
| 18 | Rosenberg Matthew Hamilton | $1.9M | 78,990 | Trimmed |
| 19 | Rossby Financial, LCC | $1.9M | 78,377 | Added |
| 20 | First Financial Group Corp | $1.7M | 70,070 | Trimmed |
| 21 | Essex LLC | $1.7M | 69,134 | Trimmed |
| 22 | Monetary Solutions, Ltd | $1.3M | 51,630 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.2M | 47,148 | Added |
| 24 | GILPIN WEALTH MANAGEMENT, LLC | $1.0M | 41,925 | Added |
| 25 | Calamos Advisors LLC | $940,532 | 38,140 | Trimmed |