| 1 | ENVESTNET ASSET MANAGEMENT INC | $103.6M | 4.6M | Added |
| 2 | ROCKLAND TRUST CO | $45.5M | 2.0M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $18.4M | 823,018 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $17.1M | 763,272 | Added |
| 5 | Econ Financial Services Corp | $11.8M | 525,451 | Added |
| 6 | ASSETMARK, INC | $11.3M | 502,849 | Trimmed |
| 7 | PFG Advisors | $10.9M | 484,688 | Added |
| 8 | White & Co Financial Planning Inc | $9.5M | 421,974 | Added |
| 9 | ARRIEN INVESTMENTS, INC. | $8.8M | 394,040 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $8.7M | 389,874 | Added |
| 11 | Mirae Asset Global Investments Co., Ltd. | $8.5M | 379,000 | Added |
| 12 | Hedeker Wealth, LLC | $7.5M | 335,036 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $4.3M | 193,536 | Trimmed |
| 14 | Roan Capital Partners | $3.9M | 175,836 | Added |
| 15 | Aspire Private Capital, LLC | $3.7M | 166,659 | Added |
| 16 | Westside Investment Management, Inc. | $2.9M | 130,611 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 128,751 | Trimmed |
| 18 | CONNING INC. | $2.8M | 124,080 | Hold |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $2.7M | 121,199 | Added |
| 20 | Raleigh Capital Management Inc. | $2.3M | 102,169 | Added |
| 21 | Private Advisor Group, LLC | $2.2M | 97,119 | Trimmed |
| 22 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $1.8M | 78,899 | Trimmed |
| 23 | IFP Advisors, Inc | $1.6M | 70,327 | Trimmed |
| 24 | Fourth Dimension Wealth, LLC | $1.5M | 66,918 | Added |
| 25 | J.W. COLE ADVISORS, INC. | $1.5M | 66,419 | Trimmed |