| 1 | ENVESTNET ASSET MANAGEMENT INC | $94.0M | 3.8M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $19.2M | 768,281 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 580,169 | Added |
| 4 | Modera Wealth Management, LLC | $12.4M | 497,659 | Added |
| 5 | ST GERMAIN D J CO INC | $12.2M | 487,159 | Added |
| 6 | Integris Wealth Management, LLC | $7.6M | 303,735 | Added |
| 7 | Fisher Asset Management, LLC | $7.4M | 296,743 | Added |
| 8 | RAFFA WEALTH MANAGEMENT, LLC | $7.3M | 293,026 | Added |
| 9 | Apella Capital, LLC | $7.1M | 287,037 | Added |
| 10 | Colorado Capital Management, Inc. | $6.7M | 267,908 | Added |
| 11 | Elser Financial Planning, Inc | $6.5M | 258,666 | Trimmed |
| 12 | Wescott Financial Advisory Group, LLC | $6.4M | 255,365 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $6.0M | 241,070 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $5.3M | 211,768 | New |
| 15 | Impact Investors, Inc | $5.2M | 209,479 | Trimmed |
| 16 | MATHER GROUP, LLC. | $5.2M | 208,674 | Added |
| 17 | IMPACTfolio, LLC | $4.5M | 181,238 | Added |
| 18 | Arlington Financial Advisors, LLC | $4.5M | 179,508 | Added |
| 19 | Accredited Investors Inc. | $4.1M | 163,289 | Added |
| 20 | ASSETMARK, INC | $4.0M | 159,740 | Added |
| 21 | Bear Mountain Capital, Inc. | $3.9M | 157,921 | Added |
| 22 | Plancorp, LLC | $3.7M | 147,281 | Hold |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 146,040 | Added |
| 24 | CGN Advisors LLC | $3.4M | 134,323 | Added |
| 25 | Clarity Wealth Development LLC | $3.3M | 132,392 | Added |